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MRJCX vs VWINX
MRJCX vs VWINX Comparison
Open Charts MRJCX vs VWINX
Morgan Stanley Multi-Asset Real Return C
Price$10.73
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
MRJCX vs VWINX Comparison Chart
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MRJCX 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 MRJCX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJCX (8.69M). MRJCX pays higher dividends than VWINX: MRJCX (9.59) vs VWINX (3.65). MRJCX was incepted earlier than VWINX: MRJCX (7 years) vs VWINX (55 years). MRJCX (3.41) is less costly to investors than VWINX (0.23). MRJCX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). MRJCX has a lower initial minimum investment than VWINX: MRJCX (1000) vs VWINX (3000). MRJCX annual gain was more profitable for investors over the last year : 11.15 vs. VWINX (3.23). MRJCX return over 5 years is better than : 37.02 vs. VWINX (3.57).
| MRJCX | VWINX | MRJCX / VWINX | |
| Total Expense Ratio | 1.90 | 0.23 | 826% |
| Annual Report Gross Expense Ratio | 3.41 | 0.23 | 1,483% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 10.962 | 3.566 | 307% |
| Front Load | N/A | 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 | 9.59 | 3.65 | 262% |
| Returns for 1 year | 11.15 | 3.23 | 346% |
| Returns for 3 years | 18.65 | 7.02 | 266% |
| Returns for 5 years | 37.02 | 3.57 | 1,037% |
| Returns for 10 years | N/A | 20.95 | - |
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