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 a closer substitute for your current allocation.
Cheapest Alternatives to DIFIX
DIFIX charges 0.73% annually. There are 315 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DIFIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DIFIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DIFIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | DIFIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | DIFIX vs BWBIX |
Best Risk-Adjusted Alternatives to DIFIX
DIFIX has a PortfoliosLab risk / return rank of 60. There are 320 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DIFIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | DIFIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | DIFIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | DIFIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | DIFIX vs FIQDX |
Top Performing DIFIX Alternatives (YTD)
DIFIX is at 4.69% YTD. There are 408 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | DIFIX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | DIFIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | DIFIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | DIFIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | DIFIX vs BLNDX |
Lowest Volatility Alternatives to DIFIX
DIFIX has 5.00% 1-year volatility. There are 57 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DIFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | DIFIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | DIFIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | DIFIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | DIFIX vs CSTAX |
Lowest Drawdown Alternatives to DIFIX
DIFIX has a 1-year max drawdown of -4.48%. There are 93 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DIFIX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | DIFIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | DIFIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | DIFIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | DIFIX vs FSRRX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 10 | 3.08% | — | Jan 1996 | DIFIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 21 | 3.89% | — | May 2006 | DIFIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 35 | 9.58% | — | Sep 2004 | DIFIX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 20 | 3.85% | — | Feb 1996 | DIFIX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 9 | 0.29% | — | Jan 1935 | DIFIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 15 | 6.70% | — | Jun 2012 | DIFIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 14 | 6.65% | — | Jul 1997 | DIFIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 25 | 6.59% | — | — | DIFIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 20 | 3.72% | — | Jan 1996 | DIFIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 8.02% | — | Jul 1924 | DIFIX vs MITTX |
Often Compared With DIFIX
Investors most often compare DIFIX with BIL, QQQ, HBLYX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DIFIX with Any Fund or Stock
Compare DIFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DIFIX with funds that move differently
MFS Diversified Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DIFIX.
Explore DIFIX Diversifiers