MRJIX
Price
$10.92
Change
-$0.02 (-0.18%)
Updated
Jul 3 closing price
Net Assets
8.72M
VWINX
Price
$25.78
Change
-$0.01 (-0.04%)
Updated
Jul 3 closing price
Net Assets
48.1B
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MRJIX vs VWINX

Header iconMRJIX vs VWINX Comparison
Open Charts MRJIX vs VWINXBanner chart's image
Morgan Stanley Multi-Asset Real Return I
Price$10.92
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets8.72M
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
MRJIX vs VWINX Comparison Chart in %
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MRJIX vs. VWINX 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 VWINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJIX (8.72M). MRJIX pays higher dividends than VWINX: MRJIX (10.21) vs VWINX (3.51). MRJIX was incepted earlier than VWINX: MRJIX (7 years) vs VWINX (55 years). MRJIX (2.30) is less costly to investors than VWINX (0.23). MRJIX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). VWINX has a lower initial minimum investment than MRJIX: VWINX (3000) vs MRJIX (1000000). MRJIX annual gain was more profitable for investors over the last year : 11.73 vs. VWINX (5.49). MRJIX return over 5 years is better than : 44.51 vs. VWINX (4.92).
MRJIXVWINXMRJIX / VWINX
Total Expense Ratio0.800.23348%
Annual Report Gross Expense Ratio2.300.231,000%
Fund Existence7 years55 years-
Gain YTD11.7715.391218%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets8.72M48.1B0%
Annual Yield % from dividends10.213.51291%
Returns for 1 year11.735.49214%
Returns for 3 years25.516.71380%
Returns for 5 years44.514.92904%
Returns for 10 yearsN/A24.19-
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