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DIFEX vs VWIAX
DIFEX vs VWIAX Comparison
Open Charts DIFEX vs VWIAX
MFS Diversified Income R2
Price$12.64
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$63.83
Change-$0.62 (-0.96%)
VolumeN/A
CapitalizationN/A
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DIFEX vs VWIAX Comparison Chart
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DIFEX vs. VWIAX commentary
Sep 21, 2024
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 DIFEX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 51.5B vs. DIFEX (2.19B). VWIAX (3.45) and DIFEX (3.33) have matching dividends . DIFEX was incepted earlier than VWIAX: DIFEX (16 years) vs VWIAX (23 years). DIFEX is a more actively managed with annual turnover of: 62.00 vs. VWIAX (53.00). DIFEX has a lower initial minimum investment than VWIAX: DIFEX (0) vs VWIAX (50000). DIFEX annual gain was more profitable for investors over the last year : 15.03 vs. VWIAX (11.69). DIFEX return over 5 years is better than : 12.48 vs. VWIAX (6.81).
| DIFEX | VWIAX | DIFEX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 7.885 | 7.480 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 51.5B | 4% |
| Annual Yield % from dividends | 3.33 | 3.45 | 97% |
| Returns for 1 year | 15.03 | 11.69 | 128% |
| Returns for 3 years | 0.92 | -5.34 | -17% |
| Returns for 5 years | 12.48 | 6.81 | 183% |
| Returns for 10 years | 36.04 | 23.94 | 151% |
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