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MRMAX vs VWINX
MRMAX vs VWINX Comparison
Open Charts MRMAX vs VWINX
MassMutual 40/60 Allocation A
Price$9.58
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets70.37M
Vanguard Wellesley® Income I
Price$26.38
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets49.02B
MRMAX vs VWINX Comparison Chart in %
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MRMAX vs. VWINX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. MRMAX (70.4M). VWINX pays higher dividends than MRMAX: VWINX (3.44) vs MRMAX (2.61). 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 : 6.32 vs. VWINX (3.05). MRMAX return over 5 years is better than : 8.87 vs. VWINX (4.47).
| 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 | 8.124 | 7.843 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 49B | 0% |
| Annual Yield % from dividends | 2.61 | 3.44 | 76% |
| Returns for 1 year | 6.32 | 3.05 | 207% |
| Returns for 3 years | 19.00 | 10.56 | 180% |
| Returns for 5 years | 8.87 | 4.47 | 198% |
| Returns for 10 years | 29.09 | 28.72 | 101% |
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