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DIFFX vs VWINX
DIFFX vs VWINX Comparison
Open Charts DIFFX vs VWINX
MFS Diversified Income R3
Price$12.48
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.89B
Vanguard Wellesley® Income I
Price$26.17
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.02B
DIFFX vs VWINX Comparison Chart in %
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DIFFX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. DIFFX (1.89B). DIFFX pays higher dividends than VWINX: DIFFX (4.94) vs VWINX (3.44). DIFFX was incepted earlier than VWINX: DIFFX (17 years) vs VWINX (55 years). DIFFX (0.96) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. DIFFX (48.00). 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 : 3.57 vs. VWINX (1.93). DIFFX return over 5 years is better than : 20.76 vs. VWINX (5.60).
| DIFFX | VWINX | DIFFX / VWINX | |
| Total Expense Ratio | 0.89 | 0.23 | 387% |
| Annual Report Gross Expense Ratio | 0.96 | 0.23 | 417% |
| Fund Existence | 17 years | 55 years | - |
| Gain YTD | 6.688 | 7.641 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 49B | 4% |
| Annual Yield % from dividends | 4.94 | 3.44 | 144% |
| Returns for 1 year | 3.57 | 1.93 | 185% |
| Returns for 3 years | 30.79 | 16.37 | 188% |
| Returns for 5 years | 20.76 | 5.60 | 370% |
| Returns for 10 years | 51.05 | 29.38 | 174% |
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