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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$8.70
Change-$0.20 (-2.25%)
VolumeN/A
Net Assets169.32M
Vanguard Wellesley® Income I
Price$24.50
Change-$0.53 (-2.12%)
VolumeN/A
Net Assets49.71B
MRMAX vs VWINX Comparison Chart
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MRMAX vs. VWINX commentary
Apr 07, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.7B vs. MRMAX (169M). VWINX pays higher dividends than MRMAX: VWINX (3.66) vs MRMAX (2.77). MRMAX was incepted earlier than VWINX: MRMAX (14 years) vs VWINX (55 years). MRMAX (1.09) is less costly to investors than VWINX (0.23). MRMAX has a lower initial minimum investment than VWINX: MRMAX (1000) vs VWINX (3000). MRMAX annual gain was more profitable for investors over the last year : 1.70 vs. VWINX (0.65). MRMAX return over 5 years is better than : 18.01 vs. VWINX (8.60).
| MRMAX | VWINX | MRMAX / VWINX | |
| Total Expense Ratio | 1.09 | 0.23 | 474% |
| Annual Report Gross Expense Ratio | 1.09 | 0.23 | 474% |
| Fund Existence | 14 years | 55 years | - |
| Gain YTD | -2.137 | -0.457 | 468% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 49.7B | 0% |
| Annual Yield % from dividends | 2.77 | 3.66 | 76% |
| Returns for 1 year | 1.70 | 0.65 | 263% |
| Returns for 3 years | -2.04 | -4.83 | 42% |
| Returns for 5 years | 18.01 | 8.60 | 209% |
| Returns for 10 years | 7.59 | 14.72 | 52% |
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