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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$9.17
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets181.25M
Vanguard Wellesley® Income I
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.1B
MRMAX vs VWINX Comparison Chart
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MRMAX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRMAX (181M). VWINX pays higher dividends than MRMAX: VWINX (3.65) vs MRMAX (2.72). 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 : 5.75 vs. VWINX (2.78). MRMAX return over 5 years is better than : 8.57 vs. VWINX (1.27).
| 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 | 3.375 | 3.281 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 48.1B | 0% |
| Annual Yield % from dividends | 2.72 | 3.65 | 75% |
| Returns for 1 year | 5.75 | 2.78 | 207% |
| Returns for 3 years | 8.74 | 1.36 | 644% |
| Returns for 5 years | 8.57 | 1.27 | 676% |
| Returns for 10 years | 14.67 | 21.14 | 69% |
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