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MRJCX vs VWINX
MRJCX vs VWINX Comparison
Open Charts MRJCX vs VWINX
Morgan Stanley Multi-Asset Real Return C
Price$10.48
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.92M
Vanguard Wellesley® Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.05B
MRJCX vs VWINX Comparison Chart
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MRJCX vs. VWINX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MRJCX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48B vs. MRJCX (7.92M). MRJCX pays higher dividends than VWINX: MRJCX (9.57) vs VWINX (3.69). MRJCX was incepted earlier than VWINX: MRJCX (7 years) vs VWINX (55 years). MRJCX (3.10) is less costly to investors than VWINX (0.23). MRJCX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). MRJCX has a lower initial minimum investment than VWINX: MRJCX (1000) vs VWINX (3000). MRJCX annual gain was more profitable for investors over the last year : 9.60 vs. VWINX (2.41). MRJCX return over 5 years is better than : 40.40 vs. VWINX (4.67).
| MRJCX | VWINX | MRJCX / VWINX | |
| Total Expense Ratio | 1.91 | 0.23 | 830% |
| Annual Report Gross Expense Ratio | 3.10 | 0.23 | 1,348% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 9.204 | 1.616 | 570% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92M | 48B | 0% |
| Annual Yield % from dividends | 9.57 | 3.69 | 260% |
| Returns for 1 year | 9.60 | 2.41 | 398% |
| Returns for 3 years | 13.58 | 1.54 | 882% |
| Returns for 5 years | 40.40 | 4.67 | 865% |
| Returns for 10 years | N/A | 17.84 | - |
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