Interact to see
Advertisement
Advertisement
MRJCX vs VWINX
MRJCX vs VWINX Comparison
Open Charts MRJCX vs VWINX
Morgan Stanley Multi-Asset Real Return C
Price$10.77
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets8.25M
Vanguard Wellesley® Income I
Price$25.88
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets48.78B
MRJCX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MRJCX vs. VWINX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. MRJCX (8.25M). MRJCX pays higher dividends than VWINX: MRJCX (9.44) vs VWINX (3.51). 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 : 10.63 vs. VWINX (4.36). MRJCX return over 5 years is better than : 37.68 vs. VWINX (2.83).
| 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 | 11.375 | 5.799 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25M | 48.8B | 0% |
| Annual Yield % from dividends | 9.44 | 3.51 | 269% |
| Returns for 1 year | 10.63 | 4.36 | 244% |
| Returns for 3 years | 21.72 | 5.93 | 366% |
| Returns for 5 years | 37.68 | 2.83 | 1,334% |
| Returns for 10 years | N/A | 24.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement