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MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets184.74M
Vanguard Wellesley® Income Admiral™
Price$62.70
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets48.78B
MRMAX vs VWIAX Comparison Chart in %
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MRMAX vs. VWIAX 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 MRMAX is a Hold and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.8B vs. MRMAX (185M). VWIAX pays higher dividends than MRMAX: VWIAX (3.57) vs MRMAX (2.66). MRMAX was incepted earlier than VWIAX: MRMAX (14 years) vs VWIAX (24 years). MRMAX (1.09) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. MRMAX (17.00). MRMAX has a lower initial minimum investment than VWIAX: MRMAX (1000) vs VWIAX (50000). MRMAX annual gain was more profitable for investors over the last year : 8.02 vs. VWIAX (4.44). MRMAX return over 5 years is better than : 9.56 vs. VWIAX (3.06).
| MRMAX | VWIAX | MRMAX / VWIAX | |
| Total Expense Ratio | 1.09 | 0.16 | 681% |
| Annual Report Gross Expense Ratio | 1.09 | 0.16 | 681% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 6.187 | 5.863 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.8B | 0% |
| Annual Yield % from dividends | 2.66 | 3.57 | 74% |
| Returns for 1 year | 8.02 | 4.44 | 181% |
| Returns for 3 years | 14.88 | 6.09 | 244% |
| Returns for 5 years | 9.56 | 3.06 | 312% |
| Returns for 10 years | 18.50 | 24.81 | 75% |
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