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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$9.44
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets184.74M
Vanguard Wellesley® Income I
Price$25.88
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets48.78B
MRMAX vs VWINX Comparison Chart in %
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MRMAX vs. VWINX 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 VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. MRMAX (185M). VWINX pays higher dividends than MRMAX: VWINX (3.51) vs MRMAX (2.66). MRMAX was incepted earlier than VWINX: MRMAX (14 years) vs VWINX (55 years). MRMAX (1.09) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. MRMAX (17.00). MRMAX has a lower initial minimum investment than VWINX: MRMAX (1000) vs VWINX (3000). MRMAX annual gain was more profitable for investors over the last year : 8.02 vs. VWINX (4.36). MRMAX return over 5 years is better than : 9.56 vs. VWINX (2.83).
| MRMAX | VWINX | MRMAX / VWINX | |
| Total Expense Ratio | 1.09 | 0.23 | 474% |
| Annual Report Gross Expense Ratio | 1.09 | 0.23 | 474% |
| Fund Existence | 14 years | 55 years | - |
| Gain YTD | 6.187 | 5.799 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.8B | 0% |
| Annual Yield % from dividends | 2.66 | 3.51 | 76% |
| Returns for 1 year | 8.02 | 4.36 | 184% |
| Returns for 3 years | 14.88 | 5.93 | 251% |
| Returns for 5 years | 9.56 | 2.83 | 339% |
| Returns for 10 years | 18.50 | 24.28 | 76% |
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