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DIFHX vs VWINX
DIFHX vs VWINX Comparison
Open Charts DIFHX vs VWINX
MFS Diversified Income R6
Price$12.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.92B
Vanguard Wellesley® Income I
Price$25.56
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets48.1B
DIFHX vs VWINX Comparison Chart in %
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DIFHX vs. VWINX commentary
Jul 01, 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 DIFHX is a Hold and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. DIFHX (1.92B). DIFHX pays higher dividends than VWINX: DIFHX (5.11) vs VWINX (3.65). DIFHX was incepted earlier than VWINX: DIFHX (13 years) vs VWINX (55 years). DIFHX (0.61) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. DIFHX (48.00). 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 : 7.76 vs. VWINX (4.67). DIFHX return over 5 years is better than : 21.88 vs. VWINX (5.35).
| DIFHX | VWINX | DIFHX / VWINX | |
| Total Expense Ratio | 0.55 | 0.23 | 239% |
| Annual Report Gross Expense Ratio | 0.61 | 0.23 | 265% |
| Fund Existence | 13 years | 55 years | - |
| Gain YTD | 4.049 | 4.491 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 48.1B | 4% |
| Annual Yield % from dividends | 5.11 | 3.65 | 140% |
| Returns for 1 year | 7.76 | 4.67 | 166% |
| Returns for 3 years | 20.10 | 6.91 | 291% |
| Returns for 5 years | 21.88 | 5.35 | 409% |
| Returns for 10 years | 42.34 | 23.52 | 180% |