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MROSX vs VWINX
MROSX vs VWINX Comparison
Open Charts MROSX vs VWINX
MassMutual 40/60 Allocation R5
Price$8.77
Change+$0.09 (+1.04%)
VolumeN/A
Net Assets172.45M
Vanguard Wellesley® Income I
Price$24.89
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets48.9B
MROSX vs VWINX Comparison Chart
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MROSX vs. VWINX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.9B vs. MROSX (172M). VWINX pays higher dividends than MROSX: VWINX (3.66) vs MROSX (3.32). MROSX was incepted earlier than VWINX: MROSX (14 years) vs VWINX (55 years). MROSX (0.69) is less costly to investors than VWINX (0.23). 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 : 5.12 vs. VWINX (2.62). MROSX return over 5 years is better than : 14.49 vs. VWINX (2.78).
| MROSX | VWINX | MROSX / VWINX | |
| Total Expense Ratio | 0.69 | 0.23 | 300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.23 | 300% |
| Fund Existence | 14 years | 55 years | - |
| Gain YTD | -0.800 | 0.234 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 48.9B | 0% |
| Annual Yield % from dividends | 3.32 | 3.66 | 91% |
| Returns for 1 year | 5.12 | 2.62 | 195% |
| Returns for 3 years | 3.41 | -2.03 | -168% |
| Returns for 5 years | 14.49 | 2.78 | 521% |
| Returns for 10 years | 12.31 | 14.90 | 83% |
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