Interact to see
Advertisement
Advertisement
MRMAX vs VWIAX
MRMAX vs VWIAX Comparison
Open Charts MRMAX vs VWIAX
MassMutual 40/60 Allocation A
Price$9.19
Change-$0.07 (-0.76%)
VolumeN/A
Net Assets181.78M
Vanguard Wellesley® Income Admiral™
Price$61.76
Change-$0.35 (-0.56%)
VolumeN/A
Net Assets48.1B
MRMAX vs VWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MRMAX vs. VWIAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.1B vs. MRMAX (182M). VWIAX pays higher dividends than MRMAX: VWIAX (3.72) vs MRMAX (2.72). 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). 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 : 5.63 vs. VWIAX (3.28). MRMAX return over 5 years is better than : 10.66 vs. VWIAX (3.81).
| 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 | 3.375 | 3.623 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 48.1B | 0% |
| Annual Yield % from dividends | 2.72 | 3.72 | 73% |
| Returns for 1 year | 5.63 | 3.28 | 172% |
| Returns for 3 years | 15.52 | 7.20 | 216% |
| Returns for 5 years | 10.66 | 3.81 | 280% |
| Returns for 10 years | 14.10 | 21.47 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AZNAX | 11.06 | -0.07 | -0.63% |
| Virtus Income & Growth A | |||
| FBTIX | 29.15 | -0.19 | -0.65% |
| Fidelity Advisor Biotechnology I | |||
| FLIIX | 11.99 | -0.09 | -0.75% |
| First Sentier Global Listed Infras I | |||
| VBCVX | 14.80 | -0.13 | -0.87% |
| VALIC Company I Systematic Value | |||
| SFPCX | 9.42 | -0.18 | -1.88% |
| Saratoga Financial Service C | |||