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MROSX vs VWINX
MROSX vs VWINX Comparison
Open Charts MROSX vs VWINX
MassMutual 40/60 Allocation R5
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets184.74M
Vanguard Wellesley® Income I
Price$25.88
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets48.78B
MROSX vs VWINX Comparison Chart in %
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MROSX 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 MROSX is a Hold and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. MROSX (185M). VWINX pays higher dividends than MROSX: VWINX (3.51) vs MROSX (3.18). MROSX was incepted earlier than VWINX: MROSX (14 years) vs VWINX (55 years). MROSX (0.69) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. MROSX (17.00). MROSX has a lower initial minimum investment than VWINX: MROSX (0) vs VWINX (3000). MROSX annual gain was more profitable for investors over the last year : 8.42 vs. VWINX (4.36). MROSX return over 5 years is better than : 11.71 vs. VWINX (2.83).
| MROSX | VWINX | MROSX / VWINX | |
| Total Expense Ratio | 0.69 | 0.23 | 300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.23 | 300% |
| Fund Existence | 14 years | 55 years | - |
| Gain YTD | 6.514 | 5.799 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.8B | 0% |
| Annual Yield % from dividends | 3.18 | 3.51 | 91% |
| Returns for 1 year | 8.42 | 4.36 | 193% |
| Returns for 3 years | 16.13 | 5.93 | 272% |
| Returns for 5 years | 11.71 | 2.83 | 414% |
| Returns for 10 years | 23.51 | 24.28 | 97% |