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MRJSX vs VWINX
MRJSX vs VWINX Comparison
Open Charts MRJSX vs VWINX
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.88
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
MRJSX vs VWINX Comparison Chart in %
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MRJSX 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 MRJSX is a Buy and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJSX (8.72M). MRJSX pays higher dividends than VWINX: MRJSX (10.53) vs VWINX (3.51). MRJSX was incepted earlier than VWINX: MRJSX (7 years) vs VWINX (55 years). MRJSX (18.01) is less costly to investors than VWINX (0.23). MRJSX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). VWINX has a lower initial minimum investment than MRJSX: VWINX (3000) vs MRJSX (5000000). MRJSX annual gain was more profitable for investors over the last year : 11.66 vs. VWINX (5.49). MRJSX return over 5 years is better than : 44.64 vs. VWINX (4.92).
| MRJSX | VWINX | MRJSX / VWINX | |
| Total Expense Ratio | 0.75 | 0.23 | 326% |
| Annual Report Gross Expense Ratio | 18.01 | 0.23 | 7,830% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 11.819 | 5.391 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72M | 48.1B | 0% |
| Annual Yield % from dividends | 10.53 | 3.51 | 300% |
| Returns for 1 year | 11.66 | 5.49 | 212% |
| Returns for 3 years | 25.56 | 6.71 | 381% |
| Returns for 5 years | 44.64 | 4.92 | 907% |
| Returns for 10 years | N/A | 24.19 | - |
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