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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$9.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.19M
Vanguard Wellesley® Income I
Price$25.78
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
MRMAX vs VWINX Comparison Chart in %
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MRMAX 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 MRMAX is a Hold and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B 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). 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 : 7.81 vs. VWINX (5.49). MRMAX return over 5 years is better than : 11.16 vs. VWINX (4.92).
| 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 | 5.624 | 5.391 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.1B | 0% |
| Annual Yield % from dividends | 2.66 | 3.51 | 76% |
| Returns for 1 year | 7.81 | 5.49 | 142% |
| Returns for 3 years | 15.72 | 6.71 | 234% |
| Returns for 5 years | 11.16 | 4.92 | 227% |
| Returns for 10 years | 17.87 | 24.19 | 74% |
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