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MRJSX vs VWINX
MRJSX vs VWINX Comparison
Open Charts MRJSX vs VWINX
Morgan Stanley Multi-Asset Real ReturnR6
Price$10.86
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
MRJSX vs VWINX Comparison Chart
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MRJSX vs. VWINX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJSX (8.69M). MRJSX pays higher dividends than VWINX: MRJSX (10.69) vs VWINX (3.65). 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 : 12.49 vs. VWINX (3.23). MRJSX return over 5 years is better than : 44.36 vs. VWINX (3.57).
| 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 | 11.614 | 3.566 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69M | 48.1B | 0% |
| Annual Yield % from dividends | 10.69 | 3.65 | 293% |
| Returns for 1 year | 12.49 | 3.23 | 387% |
| Returns for 3 years | 22.76 | 7.02 | 324% |
| Returns for 5 years | 44.36 | 3.57 | 1,243% |
| Returns for 10 years | N/A | 20.95 | - |
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