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MRMTX vs VWINX
MRMTX vs VWINX Comparison
Open Charts MRMTX vs VWINX
MassMutual 40/60 Allocation R3
Price$9.35
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets70.37M
Vanguard Wellesley® Income I
Price$26.38
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets49.02B
MRMTX vs VWINX Comparison Chart in %
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MRMTX 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 MRMTX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. MRMTX (70.4M). VWINX pays higher dividends than MRMTX: VWINX (3.44) vs MRMTX (2.58). MRMTX was incepted earlier than VWINX: MRMTX (11 years) vs VWINX (55 years). MRMTX (1.29) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. MRMTX (17.00). MRMTX has a lower initial minimum investment than VWINX: MRMTX (0) vs VWINX (3000). MRMTX annual gain was more profitable for investors over the last year : 6.19 vs. VWINX (3.05). MRMTX return over 5 years is better than : 7.74 vs. VWINX (4.47).
| MRMTX | VWINX | MRMTX / VWINX | |
| Total Expense Ratio | 1.29 | 0.23 | 561% |
| Annual Report Gross Expense Ratio | 1.29 | 0.23 | 561% |
| Fund Existence | 11 years | 55 years | - |
| Gain YTD | 8.136 | 7.843 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 49B | 0% |
| Annual Yield % from dividends | 2.58 | 3.44 | 75% |
| Returns for 1 year | 6.19 | 3.05 | 203% |
| Returns for 3 years | 18.29 | 10.56 | 173% |
| Returns for 5 years | 7.74 | 4.47 | 173% |
| Returns for 10 years | 26.55 | 28.72 | 92% |
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