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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$8.95
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets170.45M
Vanguard Wellesley® Income I
Price$25.07
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets48.96B
MRMAX vs VWINX Comparison Chart
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MRMAX vs. VWINX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. MRMAX (170M). VWINX pays higher dividends than MRMAX: VWINX (3.38) vs MRMAX (2.07). MRMAX was incepted earlier than VWINX: MRMAX (14 years) vs VWINX (55 years). VWINX is a more actively managed with annual turnover of: 53.00 vs. MRMAX (27.00). 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 : 7.69 vs. VWINX (4.67). MRMAX return over 5 years is better than : 3.24 vs. VWINX (-0.28).
| MRMAX | VWINX | MRMAX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 55 years | - |
| Gain YTD | 0.675 | 1.211 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 49B | 0% |
| Annual Yield % from dividends | 2.07 | 3.38 | 61% |
| Returns for 1 year | 7.69 | 4.67 | 164% |
| Returns for 3 years | -3.00 | -6.32 | 47% |
| Returns for 5 years | 3.24 | -0.28 | -1,149% |
| Returns for 10 years | 14.07 | 17.41 | 81% |
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