Interact to see
Advertisement
Advertisement
MRJIX vs VWINX
MRJIX vs VWINX Comparison
Open Charts MRJIX vs VWINX
Morgan Stanley Multi-Asset Real Return I
Price$10.93
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.73M
Vanguard Wellesley® Income I
Price$25.65
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets48.78B
MRJIX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MRJIX vs. VWINX commentary
Jul 13, 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 MRJIX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. MRJIX (8.73M). MRJIX pays higher dividends than VWINX: MRJIX (10.21) vs VWINX (3.51). MRJIX was incepted earlier than VWINX: MRJIX (7 years) vs VWINX (55 years). MRJIX (2.30) is less costly to investors than VWINX (0.23). MRJIX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). VWINX has a lower initial minimum investment than MRJIX: VWINX (3000) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 10.31 vs. VWINX (4.04). MRJIX return over 5 years is better than : 45.44 vs. VWINX (4.54).
| MRJIX | VWINX | MRJIX / VWINX | |
| Total Expense Ratio | 0.80 | 0.23 | 348% |
| Annual Report Gross Expense Ratio | 2.30 | 0.23 | 1,000% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 11.771 | 5.391 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.73M | 48.8B | 0% |
| Annual Yield % from dividends | 10.21 | 3.51 | 291% |
| Returns for 1 year | 10.31 | 4.04 | 255% |
| Returns for 3 years | 27.81 | 7.29 | 382% |
| Returns for 5 years | 45.44 | 4.54 | 1,002% |
| Returns for 10 years | N/A | 23.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement