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MROSX vs VWIAX
MROSX vs VWIAX Comparison
Open Charts MROSX vs VWIAX
MassMutual 40/60 Allocation R5
Price$8.95
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets172.49M
Vanguard Wellesley® Income Admiral™
Price$61.67
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets49.26B
MROSX vs VWIAX Comparison Chart
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MROSX vs. VWIAX 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 MROSX is a Hold and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. MROSX (172M). VWIAX pays higher dividends than MROSX: VWIAX (3.45) vs MROSX (2.60). MROSX was incepted earlier than VWIAX: MROSX (14 years) vs VWIAX (24 years). VWIAX is a more actively managed with annual turnover of: 53.00 vs. MROSX (27.00). MROSX has a lower initial minimum investment than VWIAX: MROSX (0) vs VWIAX (50000). MROSX annual gain was more profitable for investors over the last year : 7.63 vs. VWIAX (5.46). MROSX return over 5 years is better than : 7.05 vs. VWIAX (0.11).
| MROSX | VWIAX | MROSX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 2.286 | 2.800 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 49.3B | 0% |
| Annual Yield % from dividends | 2.60 | 3.45 | 75% |
| Returns for 1 year | 7.63 | 5.46 | 140% |
| Returns for 3 years | 2.47 | -2.72 | -91% |
| Returns for 5 years | 7.05 | 0.11 | 6,550% |
| Returns for 10 years | 17.19 | 18.97 | 91% |
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