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MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$9.17
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets181.25M
Vanguard Wellesley® Income Admiral™
Price$61.47
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets48.1B
MRMAX vs VWIAX Comparison Chart
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MRMAX vs. VWIAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. MRMAX (181M). VWIAX pays higher dividends than MRMAX: VWIAX (3.72) vs MRMAX (2.72). MRMAX was incepted earlier than VWIAX: MRMAX (14 years) vs VWIAX (24 years). MRMAX (1.09) is less costly to investors than VWIAX (0.16). 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 : 5.75 vs. VWIAX (2.85). MRMAX return over 5 years is better than : 8.57 vs. VWIAX (1.48).
| MRMAX | VWIAX | MRMAX / VWIAX | |
| Total Expense Ratio | 1.09 | 0.16 | 681% |
| Annual Report Gross Expense Ratio | 1.09 | 0.16 | 681% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.375 | 3.321 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 48.1B | 0% |
| Annual Yield % from dividends | 2.72 | 3.72 | 73% |
| Returns for 1 year | 5.75 | 2.85 | 202% |
| Returns for 3 years | 8.74 | 1.49 | 587% |
| Returns for 5 years | 8.57 | 1.48 | 577% |
| Returns for 10 years | 14.67 | 21.65 | 68% |
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