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MRMZX vs VWINX
MRMZX vs VWINX Comparison
Open Charts MRMZX vs VWINX
MassMutual 40/60 Allocation R4
Price$9.42
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets70.37M
Vanguard Wellesley® Income I
Price$26.38
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets49.02B
MRMZX vs VWINX Comparison Chart in %
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MRMZX 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 MRMZX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. MRMZX (70.4M). VWINX pays higher dividends than MRMZX: VWINX (3.44) vs MRMZX (2.82). MRMZX was incepted earlier than VWINX: MRMZX (11 years) vs VWINX (55 years). MRMZX (1.04) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. MRMZX (17.00). MRMZX has a lower initial minimum investment than VWINX: MRMZX (0) vs VWINX (3000). MRMZX annual gain was more profitable for investors over the last year : 6.36 vs. VWINX (3.05). MRMZX return over 5 years is better than : 9.07 vs. VWINX (4.47).
| MRMZX | VWINX | MRMZX / VWINX | |
| Total Expense Ratio | 1.04 | 0.23 | 452% |
| Annual Report Gross Expense Ratio | 1.04 | 0.23 | 452% |
| Fund Existence | 11 years | 55 years | - |
| Gain YTD | 8.264 | 7.843 | 105% |
| 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 | 2.82 | 3.44 | 82% |
| Returns for 1 year | 6.36 | 3.05 | 209% |
| Returns for 3 years | 19.17 | 10.56 | 182% |
| Returns for 5 years | 9.07 | 4.47 | 203% |
| Returns for 10 years | 29.78 | 28.72 | 104% |
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