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DIFFX vs VWINX
DIFFX vs VWINX Comparison
Open Charts DIFFX vs VWINX
MFS Diversified Income R3
Price$12.65
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.35
Change-$0.25 (-0.94%)
VolumeN/A
CapitalizationN/A
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DIFFX vs VWINX Comparison Chart
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DIFFX vs. VWINX 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 DIFFX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. DIFFX (2.19B). DIFFX pays higher dividends than VWINX: DIFFX (3.57) vs VWINX (3.38). DIFFX was incepted earlier than VWINX: DIFFX (16 years) vs VWINX (54 years). DIFFX is a more actively managed with annual turnover of: 62.00 vs. VWINX (53.00). DIFFX has a lower initial minimum investment than VWINX: DIFFX (0) vs VWINX (3000). DIFFX annual gain was more profitable for investors over the last year : 15.39 vs. VWINX (11.63). DIFFX return over 5 years is better than : 14.00 vs. VWINX (6.58).
| DIFFX | VWINX | DIFFX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 54 years | - |
| Gain YTD | 8.145 | 7.430 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 51.5B | 4% |
| Annual Yield % from dividends | 3.57 | 3.38 | 105% |
| Returns for 1 year | 15.39 | 11.63 | 132% |
| Returns for 3 years | 1.77 | -5.48 | -32% |
| Returns for 5 years | 14.00 | 6.58 | 213% |
| Returns for 10 years | 39.60 | 23.42 | 169% |
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