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MRJIX vs VWINX
MRJIX vs VWINX Comparison
Open Charts MRJIX vs VWINX
Morgan Stanley Multi-Asset Real Return I
Price$10.77
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets8.66M
Vanguard Wellesley® Income I
Price$25.36
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets48.1B
MRJIX vs VWINX Comparison Chart
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MRJIX vs. VWINX commentary
Jun 07, 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: 48.1B vs. MRJIX (8.66M). MRJIX pays higher dividends than VWINX: MRJIX (10.37) vs VWINX (3.65). 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 : 10.71 vs. VWINX (2.78). MRJIX return over 5 years is better than : 37.63 vs. VWINX (1.11).
| 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 | 10.645 | 3.119 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.66M | 48.1B | 0% |
| Annual Yield % from dividends | 10.37 | 3.65 | 284% |
| Returns for 1 year | 10.71 | 2.78 | 385% |
| Returns for 3 years | 16.82 | 0.56 | 3,000% |
| Returns for 5 years | 37.63 | 1.11 | 3,397% |
| Returns for 10 years | N/A | 21.09 | - |
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