DIFHX
Price
$11.69
Change
-$0.00 (-0.00%)
Updated
Apr 17, 6:59 PM EST
VWINX
Price
$24.43
Change
-$0.00 (-0.00%)
Updated
Apr 17, 6:59 PM EST
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Analysis and predictions DIFHX vs VWINX

Header iconDIFHX vs VWINX Comparison
Open Charts DIFHX vs VWINXBanner chart's image
MFS Diversified Income R6
Price$11.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$24.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DIFHX vs VWINX Comparison Chart

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VS
DIFHX vs. VWINX commentary
Apr 19, 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 DIFHX is a Sell and VWINX is a StrongSell.

FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. DIFHX (2.17B). DIFHX pays higher dividends than VWINX: DIFHX (3.90) vs VWINX (3.38). DIFHX was incepted earlier than VWINX: DIFHX (12 years) vs VWINX (54 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. VWINX (53.00). DIFHX has a lower initial minimum investment than VWINX: DIFHX (0) vs VWINX (3000). DIFHX annual gain was more profitable for investors over the last year : 4.52 vs. VWINX (0.86). DIFHX return over 5 years is better than : 11.46 vs. VWINX (2.85).
DIFHXVWINXDIFHX / VWINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence12 years54 years-
Gain YTD-1.533-1.528100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.17B51.5B4%
Annual Yield % from dividends3.903.38115%
Returns for 1 year4.520.86526%
Returns for 3 years-3.61-10.7434%
Returns for 5 years11.462.85402%
Returns for 10 years32.8316.81195%
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