Ad is loading...
MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$9.08
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets172.49M
Vanguard Wellesley® Income Admiral™
Price$61.67
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets49.26B
MRMAX vs VWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MRMAX vs. VWIAX commentary
Feb 23, 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 MRMAX is a Hold and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. MRMAX (172M). VWIAX pays higher dividends than MRMAX: VWIAX (3.45) vs MRMAX (2.07). MRMAX was incepted earlier than VWIAX: MRMAX (14 years) vs VWIAX (24 years). VWIAX is a more actively managed with annual turnover of: 53.00 vs. MRMAX (27.00). MRMAX has a lower initial minimum investment than VWIAX: MRMAX (1000) vs VWIAX (50000). MRMAX annual gain was more profitable for investors over the last year : 7.24 vs. VWIAX (5.46). MRMAX return over 5 years is better than : 4.95 vs. VWIAX (0.11).
| MRMAX | VWIAX | MRMAX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 2.137 | 2.800 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 49.3B | 0% |
| Annual Yield % from dividends | 2.07 | 3.45 | 60% |
| Returns for 1 year | 7.24 | 5.46 | 133% |
| Returns for 3 years | 1.28 | -2.72 | -47% |
| Returns for 5 years | 4.95 | 0.11 | 4,602% |
| Returns for 10 years | 12.40 | 18.97 | 65% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGIYX | 9.40 | -0.08 | -0.84% |
| Russell Inv Global Infrastructure Y | |||
| EAALX | 21.30 | -0.21 | -0.98% |
| Eaton Vance Atlanta Capital Focused Gr A | |||
| BCISX | 18.16 | -0.28 | -1.52% |
| Brown Capital Mgmt Intl All Com Instl | |||
| BSPGX | 704.68 | -12.20 | -1.70% |
| iShares S&P 500 Index G | |||
| NDVAX | 17.87 | -0.38 | -2.08% |
| MFS New Discovery Value A | |||