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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$8.98
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets177.51M
Vanguard Wellesley® Income I
Price$24.97
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.05B
MRMAX vs VWINX Comparison Chart
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MRMAX vs. VWINX commentary
May 09, 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: 48B vs. MRMAX (178M). VWINX pays higher dividends than MRMAX: VWINX (3.69) 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 : 5.21 vs. VWINX (2.41). MRMAX return over 5 years is better than : 12.71 vs. VWINX (4.67).
| 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 | 1.125 | 1.616 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 48B | 0% |
| Annual Yield % from dividends | 2.77 | 3.69 | 75% |
| Returns for 1 year | 5.21 | 2.41 | 216% |
| Returns for 3 years | 8.66 | 1.54 | 563% |
| Returns for 5 years | 12.71 | 4.67 | 272% |
| Returns for 10 years | 11.06 | 17.84 | 62% |
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