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MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$8.80
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets171.33M
Vanguard Wellesley® Income Admiral™
Price$59.75
Change+$0.24 (+0.40%)
VolumeN/A
Net Assets48.9B
MRMAX vs VWIAX Comparison Chart
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MRMAX vs. VWIAX commentary
Apr 24, 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: 48.9B vs. MRMAX (171M). VWIAX pays higher dividends than MRMAX: VWIAX (3.73) vs MRMAX (2.77). 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 : 3.94 vs. VWIAX (2.11). MRMAX return over 5 years is better than : 11.69 vs. VWIAX (2.56).
| 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 | -1.575 | -0.152 | 1,037% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 48.9B | 0% |
| Annual Yield % from dividends | 2.77 | 3.73 | 74% |
| Returns for 1 year | 3.94 | 2.11 | 187% |
| Returns for 3 years | 2.07 | -2.00 | -104% |
| Returns for 5 years | 11.69 | 2.56 | 456% |
| Returns for 10 years | 7.04 | 14.74 | 48% |
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