VGWLX vs. MRJIX
Compare and contrast key facts about Vanguard Global Wellington Fund Investor Shares (VGWLX) and Morgan Stanley Multi-Asset Real Return Portfolio (MRJIX).
VGWLX is managed by Vanguard. It was launched on Nov 2, 2017. MRJIX is managed by Morgan Stanley. It was launched on Jun 17, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGWLX or MRJIX.
Correlation
The correlation between VGWLX and MRJIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VGWLX vs. MRJIX - Performance Comparison
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Key characteristics
VGWLX:
4.54%
MRJIX:
13.34%
VGWLX:
-0.42%
MRJIX:
-1.02%
VGWLX:
-0.12%
MRJIX:
-1.02%
Returns By Period
VGWLX
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MRJIX
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VGWLX vs. MRJIX - Expense Ratio Comparison
VGWLX has a 0.42% expense ratio, which is lower than MRJIX's 0.76% expense ratio.
Risk-Adjusted Performance
VGWLX vs. MRJIX — Risk-Adjusted Performance Rank
VGWLX
MRJIX
VGWLX vs. MRJIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Wellington Fund Investor Shares (VGWLX) and Morgan Stanley Multi-Asset Real Return Portfolio (MRJIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
VGWLX vs. MRJIX - Dividend Comparison
VGWLX has not paid dividends to shareholders, while MRJIX's dividend yield for the trailing twelve months is around 10.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VGWLX Vanguard Global Wellington Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MRJIX Morgan Stanley Multi-Asset Real Return Portfolio | 10.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGWLX vs. MRJIX - Drawdown Comparison
The maximum VGWLX drawdown since its inception was -0.42%, smaller than the maximum MRJIX drawdown of -1.02%. Use the drawdown chart below to compare losses from any high point for VGWLX and MRJIX. For additional features, visit the drawdowns tool.
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Volatility
VGWLX vs. MRJIX - Volatility Comparison
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