MFS Diversified Income Fund (DIFIX) Alternatives
MFS Diversified Income Fund (DIFIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DIFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DIFIX
DIFIX charges 0.73% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DIFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DIFIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DIFIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DIFIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DIFIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | DIFIX vs MAANX |
Best Risk-Adjusted Alternatives to DIFIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | DIFIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DIFIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DIFIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DIFIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DIFIX vs PMAIX |
Top Performing DIFIX Alternatives (YTD)
DIFIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | DIFIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DIFIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DIFIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DIFIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DIFIX vs CONWX |
Lowest Volatility Alternatives to DIFIX
DIFIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | DIFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DIFIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DIFIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DIFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DIFIX vs SICIX |
Lowest Drawdown Alternatives to DIFIX
DIFIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | DIFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DIFIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DIFIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DIFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DIFIX vs SICIX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | DIFIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | DIFIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | DIFIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | DIFIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | DIFIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | DIFIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | DIFIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | DIFIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | DIFIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | DIFIX vs MEIAX |
Often Compared With DIFIX
What investors most often compare with DIFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 100 | 0.85% | May 25, 2007 | DIFIX vs BIL | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | DIFIX vs QQQ | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 41 | -1.56% | Jul 30, 2006 | DIFIX vs HBLYX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | DIFIX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | DIFIX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | DIFIX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | DIFIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | DIFIX vs QBDSX |
Compare DIFIX with Any Fund or Stock
Compare DIFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.