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MROSX vs VWINX
MROSX vs VWINX Comparison
Open Charts MROSX vs VWINX
MassMutual 40/60 Allocation R5
Price$8.93
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets172.54M
Vanguard Wellesley® Income I
Price$25.30
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets48.96B
MROSX vs VWINX Comparison Chart
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MROSX vs. VWINX commentary
Jan 31, 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 VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. MROSX (173M). VWINX pays higher dividends than MROSX: VWINX (3.38) vs MROSX (2.60). MROSX was incepted earlier than VWINX: MROSX (14 years) vs VWINX (55 years). VWINX is a more actively managed with annual turnover of: 53.00 vs. MROSX (27.00). MROSX has a lower initial minimum investment than VWINX: MROSX (0) vs VWINX (3000). MROSX annual gain was more profitable for investors over the last year : 7.66 vs. VWINX (4.11). MROSX return over 5 years is better than : 8.47 vs. VWINX (0.20).
| MROSX | VWINX | MROSX / 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 | 1.714 | 1.776 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 49B | 0% |
| Annual Yield % from dividends | 2.60 | 3.38 | 77% |
| Returns for 1 year | 7.66 | 4.11 | 186% |
| Returns for 3 years | -0.41 | -5.70 | 7% |
| Returns for 5 years | 8.47 | 0.20 | 4,186% |
| Returns for 10 years | 19.26 | 18.02 | 107% |
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