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MROSX vs VWINX
MROSX vs VWINX Comparison
Open Charts MROSX vs VWINX
MassMutual 40/60 Allocation R5
Price$9.27
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
MROSX vs VWINX Comparison Chart in %
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MROSX 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 MROSX is a Hold and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B 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). 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 : 8.21 vs. VWINX (5.49). MROSX return over 5 years is better than : 13.34 vs. VWINX (4.92).
| 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 | 5.943 | 5.391 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 48.1B | 0% |
| Annual Yield % from dividends | 3.18 | 3.51 | 91% |
| Returns for 1 year | 8.21 | 5.49 | 149% |
| Returns for 3 years | 17.12 | 6.71 | 255% |
| Returns for 5 years | 13.34 | 4.92 | 271% |
| Returns for 10 years | 22.85 | 24.19 | 94% |
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