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MROSX vs VWIAX
MROSX vs VWIAX Comparison
Open Charts MROSX vs VWIAX
MassMutual 40/60 Allocation R5
Price$8.82
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets170.52M
Vanguard Wellesley® Income Admiral™
Price$60.73
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets48.96B
MROSX vs VWIAX Comparison Chart
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MROSX vs. VWIAX 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 MROSX is a Hold and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. MROSX (171M). 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 : 8.08 vs. VWIAX (4.72). MROSX return over 5 years is better than : 5.28 vs. VWIAX (-0.08).
| 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 | 0.800 | 1.234 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 49B | 0% |
| Annual Yield % from dividends | 2.60 | 3.45 | 75% |
| Returns for 1 year | 8.08 | 4.72 | 171% |
| Returns for 3 years | -1.81 | -6.18 | 29% |
| Returns for 5 years | 5.28 | -0.08 | -6,675% |
| Returns for 10 years | 18.92 | 17.91 | 106% |
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