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MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$9.39
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets184.78M
Vanguard Wellesley® Income Admiral™
Price$62.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets48.1B
MRMAX vs VWIAX Comparison Chart in %
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MRMAX vs. VWIAX commentary
Jul 04, 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 (185M). VWIAX pays higher dividends than MRMAX: VWIAX (3.57) vs MRMAX (2.66). 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 : 8.18 vs. VWIAX (5.95). MRMAX return over 5 years is better than : 10.93 vs. VWIAX (5.15).
| 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 | 5.399 | 5.424 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.1B | 0% |
| Annual Yield % from dividends | 2.66 | 3.57 | 74% |
| Returns for 1 year | 8.18 | 5.95 | 137% |
| Returns for 3 years | 15.47 | 6.85 | 226% |
| Returns for 5 years | 10.93 | 5.15 | 212% |
| Returns for 10 years | 17.15 | 24.84 | 69% |
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