Interact to see
Advertisement
Advertisement
MACQX vs VWINX
MACQX vs VWINX Comparison
Open Charts MACQX vs VWINX
MFS Conservative Allocation R6
Price$17.20
Change-$0.40 (-2.27%)
VolumeN/A
Net Assets3.62B
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
MACQX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. MACQX (3.62B). VWINX (3.43) and MACQX (3.41) have matching dividends . MACQX was incepted earlier than VWINX: MACQX (4 years) vs VWINX (56 years). MACQX (0.52) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 63.00 vs. MACQX (5.00). MACQX has a lower initial minimum investment than VWINX: MACQX (0) vs VWINX (3000). MACQX annual gain was more profitable for investors over the last year : 6.12 vs. VWINX (5.18).
| MACQX | VWINX | MACQX / VWINX | |
| Total Expense Ratio | 0.52 | 0.23 | 226% |
| Annual Report Gross Expense Ratio | 0.52 | 0.23 | 226% |
| Fund Existence | 4 years | 56 years | - |
| Gain YTD | 1.296 | 1.572 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 48.4B | 7% |
| Annual Yield % from dividends | 3.41 | 3.43 | 99% |
| Returns for 1 year | 6.12 | 5.18 | 118% |
| Returns for 3 years | 17.12 | 10.47 | 163% |
| Returns for 5 years | N/A | 1.37 | - |
| Returns for 10 years | N/A | 29.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GHAYX | 57.41 | 1.75 | +3.14% |
| VanEck Global Resources Fund Y | |||
| ICTVX | 10.90 | 0.17 | +1.58% |
| ICON Utilities and Income Inv | |||
| JABIX | 12.46 | 0.04 | +0.32% |
| JHancock Real Estate Securities R6 | |||
| TSORX | 16.35 | -0.03 | -0.18% |
| Nuveen International Res Eq A | |||
| LMGPX | 76.61 | -0.49 | -0.64% |
| ClearBridge International Growth IS | |||