Ad is loading...
MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$9.08
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets172.49M
Vanguard Wellesley® Income I
Price$25.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets49.26B
MRMAX vs VWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MRMAX vs. VWINX commentary
Feb 23, 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: 49.3B vs. MRMAX (172M). 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 : 7.24 vs. VWINX (5.40). MRMAX return over 5 years is better than : 4.95 vs. VWINX (-0.10).
| 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 | 2.137 | 2.786 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 49.3B | 0% |
| Annual Yield % from dividends | 2.07 | 3.38 | 61% |
| Returns for 1 year | 7.24 | 5.40 | 134% |
| Returns for 3 years | 1.28 | -2.82 | -45% |
| Returns for 5 years | 4.95 | -0.10 | -4,784% |
| Returns for 10 years | 12.40 | 18.50 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGIYX | 9.40 | -0.08 | -0.84% |
| Russell Inv Global Infrastructure Y | |||
| EAALX | 21.30 | -0.21 | -0.98% |
| Eaton Vance Atlanta Capital Focused Gr A | |||
| BCISX | 18.16 | -0.28 | -1.52% |
| Brown Capital Mgmt Intl All Com Instl | |||
| BSPGX | 704.68 | -12.20 | -1.70% |
| iShares S&P 500 Index G | |||
| NDVAX | 17.87 | -0.38 | -2.08% |
| MFS New Discovery Value A | |||