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MRJIX vs VWIAX
MRJIX vs VWIAX Comparison
Open Charts MRJIX vs VWIAX
Morgan Stanley Multi-Asset Real Return I
Price$10.92
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets8.72M
Vanguard Wellesley® Income Admiral™
Price$62.44
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets48.1B
MRJIX vs VWIAX Comparison Chart in %
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MRJIX vs. VWIAX commentary
Jul 07, 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 MRJIX is a Buy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. MRJIX (8.72M). MRJIX pays higher dividends than VWIAX: MRJIX (10.21) vs VWIAX (3.57). MRJIX was incepted earlier than VWIAX: MRJIX (7 years) vs VWIAX (24 years). MRJIX (2.30) is less costly to investors than VWIAX (0.16). MRJIX is a more actively managed with annual turnover of: 310.00 vs. VWIAX (59.00). VWIAX has a lower initial minimum investment than MRJIX: VWIAX (50000) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 11.73 vs. VWIAX (5.55). MRJIX return over 5 years is better than : 44.51 vs. VWIAX (5.15).
| MRJIX | VWIAX | MRJIX / VWIAX | |
| Total Expense Ratio | 0.80 | 0.16 | 500% |
| Annual Report Gross Expense Ratio | 2.30 | 0.16 | 1,437% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 11.771 | 5.424 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72M | 48.1B | 0% |
| Annual Yield % from dividends | 10.21 | 3.57 | 286% |
| Returns for 1 year | 11.73 | 5.55 | 211% |
| Returns for 3 years | 25.51 | 6.85 | 372% |
| Returns for 5 years | 44.51 | 5.15 | 864% |
| Returns for 10 years | N/A | 24.72 | - |
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