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DIFFX vs VWIAX
DIFFX vs VWIAX Comparison
Open Charts DIFFX vs VWIAX
MFS Diversified Income R3
Price$12.48
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.89B
Vanguard Wellesley® Income Admiral™
Price$63.39
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets49.02B
DIFFX vs VWIAX Comparison Chart in %
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DIFFX vs. VWIAX commentary
Sep 27, 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 DIFFX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. DIFFX (1.89B). DIFFX pays higher dividends than VWIAX: DIFFX (4.94) vs VWIAX (3.50). DIFFX was incepted earlier than VWIAX: DIFFX (17 years) vs VWIAX (24 years). DIFFX (0.96) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. DIFFX (48.00). DIFFX has a lower initial minimum investment than VWIAX: DIFFX (0) vs VWIAX (50000). DIFFX annual gain was more profitable for investors over the last year : 3.57 vs. VWIAX (1.96). DIFFX return over 5 years is better than : 20.76 vs. VWIAX (5.81).
| DIFFX | VWIAX | DIFFX / VWIAX | |
| Total Expense Ratio | 0.89 | 0.16 | 556% |
| Annual Report Gross Expense Ratio | 0.96 | 0.16 | 600% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 6.688 | 7.698 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 49B | 4% |
| Annual Yield % from dividends | 4.94 | 3.50 | 141% |
| Returns for 1 year | 3.57 | 1.96 | 182% |
| Returns for 3 years | 30.79 | 16.54 | 186% |
| Returns for 5 years | 20.76 | 5.81 | 357% |
| Returns for 10 years | 51.05 | 29.94 | 171% |
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