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MRJAX vs VWINX
MRJAX vs VWINX Comparison
Open Charts MRJAX vs VWINX
Morgan Stanley Multi-Asset Real Return A
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets8.69M
Vanguard Wellesley® Income I
Price$25.49
Change-$0.15 (-0.59%)
VolumeN/A
Net Assets48.1B
MRJAX vs VWINX Comparison Chart
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MRJAX vs. VWINX commentary
Jun 16, 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 MRJAX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJAX (8.69M). MRJAX pays higher dividends than VWINX: MRJAX (10.27) vs VWINX (3.65). MRJAX was incepted earlier than VWINX: MRJAX (7 years) vs VWINX (55 years). MRJAX (2.69) is less costly to investors than VWINX (0.23). MRJAX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). MRJAX has a lower initial minimum investment than VWINX: MRJAX (1000) vs VWINX (3000). MRJAX annual gain was more profitable for investors over the last year : 12.01 vs. VWINX (3.23). MRJAX return over 5 years is better than : 41.89 vs. VWINX (3.57).
| MRJAX | VWINX | MRJAX / VWINX | |
| Total Expense Ratio | 1.15 | 0.23 | 500% |
| Annual Report Gross Expense Ratio | 2.69 | 0.23 | 1,170% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 11.385 | 3.566 | 319% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69M | 48.1B | 0% |
| Annual Yield % from dividends | 10.27 | 3.65 | 281% |
| Returns for 1 year | 12.01 | 3.23 | 372% |
| Returns for 3 years | 21.31 | 7.02 | 304% |
| Returns for 5 years | 41.89 | 3.57 | 1,173% |
| Returns for 10 years | N/A | 20.95 | - |
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