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MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$8.95
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets170.52M
Vanguard Wellesley® Income Admiral™
Price$60.73
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets48.96B
MRMAX vs VWIAX Comparison Chart
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MRMAX vs. VWIAX commentary
Jan 19, 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: 49B vs. MRMAX (171M). 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 : 7.69 vs. VWIAX (4.72). MRMAX return over 5 years is better than : 3.24 vs. VWIAX (-0.08).
| 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 | 0.675 | 1.234 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 49B | 0% |
| Annual Yield % from dividends | 2.07 | 3.45 | 60% |
| Returns for 1 year | 7.69 | 4.72 | 163% |
| Returns for 3 years | -3.00 | -6.18 | 49% |
| Returns for 5 years | 3.24 | -0.08 | -4,096% |
| Returns for 10 years | 14.07 | 17.91 | 79% |
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