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DIFAX vs TRCIX
DIFAX vs TRCIX Comparison
Open Charts DIFAX vs TRCIX
MFS Diversified Income A
Price$12.25
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets1.91B
Nuveen Lifecycle Index Ret Inc Retire
Price$16.74
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets807.42M
DIFAX vs TRCIX Comparison Chart in %
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DIFAX vs. TRCIX commentary
Jul 16, 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 Hold and TRCIX is a Hold.
FUNDAMENTALS
Fundamentals
DIFAX has more cash in the bank: 1.91B vs. TRCIX (807M). DIFAX pays higher dividends than TRCIX: DIFAX (4.79) vs TRCIX (2.62). DIFAX was incepted earlier than TRCIX: DIFAX (19 years) vs TRCIX (16 years). DIFAX (0.96) 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 : 5.80 vs. TRCIX (5.25). TRCIX return over 5 years is better than : 20.25 vs. DIFAX (18.42).
| DIFAX | TRCIX | DIFAX / TRCIX | |
| Total Expense Ratio | 0.89 | 0.35 | 254% |
| Annual Report Gross Expense Ratio | 0.96 | 0.47 | 204% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 4.427 | 6.301 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 807M | 237% |
| Annual Yield % from dividends | 4.79 | 2.62 | 183% |
| Returns for 1 year | 5.80 | 5.25 | 110% |
| Returns for 3 years | 20.11 | 21.95 | 92% |
| Returns for 5 years | 18.42 | 20.25 | 91% |
| Returns for 10 years | 36.96 | 51.13 | 72% |
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