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DIFAX vs TRCIX
DIFAX vs TRCIX Comparison
Open Charts DIFAX vs TRCIX
MFS Diversified Income A
Price$12.11
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets1.93B
Nuveen Lifecycle Index Ret Inc Retire
Price$16.34
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets762.95M
DIFAX vs TRCIX Comparison Chart
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DIFAX vs. TRCIX commentary
May 15, 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 DIFAX is a StrongBuy and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
DIFAX has more cash in the bank: 1.93B vs. TRCIX (763M). DIFAX pays higher dividends than TRCIX: DIFAX (4.70) vs TRCIX (2.76). DIFAX was incepted earlier than TRCIX: DIFAX (19 years) vs TRCIX (16 years). DIFAX (0.95) is less costly to investors than TRCIX (0.47). DIFAX is a more actively managed with annual turnover of: 48.00 vs. TRCIX (19.00). TRCIX has a lower initial minimum investment than DIFAX: TRCIX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 6.43 vs. TRCIX (5.58). TRCIX (24.20) and DIFAX (23.90) have equivalent 5 years return.
| DIFAX | TRCIX | DIFAX / TRCIX | |
| Total Expense Ratio | 0.89 | 0.35 | 254% |
| Annual Report Gross Expense Ratio | 0.95 | 0.47 | 202% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 2.281 | 2.866 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.93B | 763M | 253% |
| Annual Yield % from dividends | 4.70 | 2.76 | 170% |
| Returns for 1 year | 6.43 | 5.58 | 115% |
| Returns for 3 years | 12.86 | 15.65 | 82% |
| Returns for 5 years | 23.90 | 24.20 | 99% |
| Returns for 10 years | 32.66 | 44.88 | 73% |
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