Interact to see
Advertisement
Advertisement
DIFDX vs VWIAX
DIFDX vs VWIAX Comparison
Open Charts DIFDX vs VWIAX
MFS Diversified Income R1
Price$12.50
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.9B
Vanguard Wellesley® Income Admiral™
Price$63.55
Change-$0.58 (-0.90%)
VolumeN/A
Net Assets49.02B
DIFDX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFDX vs. VWIAX commentary
Sep 22, 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 DIFDX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. DIFDX (1.9B). DIFDX pays higher dividends than VWIAX: DIFDX (4.20) vs VWIAX (3.50). DIFDX was incepted earlier than VWIAX: DIFDX (17 years) vs VWIAX (24 years). DIFDX (1.71) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. DIFDX (48.00). DIFDX has a lower initial minimum investment than VWIAX: DIFDX (0) vs VWIAX (50000). DIFDX annual gain was more profitable for investors over the last year : 3.04 vs. VWIAX (1.79). DIFDX return over 5 years is better than : 15.19 vs. VWIAX (4.80).
| DIFDX | VWIAX | DIFDX / VWIAX | |
| Total Expense Ratio | 1.64 | 0.16 | 1,025% |
| Annual Report Gross Expense Ratio | 1.71 | 0.16 | 1,069% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 6.675 | 7.969 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 49B | 4% |
| Annual Yield % from dividends | 4.20 | 3.50 | 120% |
| Returns for 1 year | 3.04 | 1.79 | 170% |
| Returns for 3 years | 23.37 | 12.03 | 194% |
| Returns for 5 years | 15.19 | 4.80 | 316% |
| Returns for 10 years | 38.67 | 29.99 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers