Ad is loading...
GUMCX
Price
$25.98
Change
-$0.03 (-0.12%)
Updated
Nov 15 closing price
MNWIX
Price
$12.67
Change
-$0.05 (-0.39%)
Updated
Nov 15 closing price
Ad is loading...

GUMCX vs MNWIX

Header iconGUMCX vs MNWIX Comparison
Open Charts GUMCX vs MNWIXBanner chart's image
NAA Market Neutral Real Estate C
Price$25.98
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth I
Price$12.67
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
GUMCX vs MNWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
GUMCX vs. MNWIX commentary
Nov 18, 2024

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 GUMCX is a Buy and MNWIX is a Hold.

FUNDAMENTALS
Fundamentals
GUMCX has more cash in the bank: 40.9M vs. MNWIX (36M). MNWIX pays higher dividends than GUMCX: MNWIX (0.74) vs GUMCX (0.62). GUMCX was incepted earlier than MNWIX: GUMCX (9 years) vs MNWIX (10 years). GUMCX is a more actively managed with annual turnover of: 55.00 vs. MNWIX (19.00). MNWIX has a lower initial minimum investment than GUMCX: MNWIX (0) vs GUMCX (2500). MNWIX annual gain was more profitable for investors over the last year : 7.57 vs. GUMCX (-0.49). MNWIX return over 5 years is better than : 15.36 vs. GUMCX (1.32).
GUMCXMNWIXGUMCX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years10 years-
Gain YTD0.1167.0102%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.9M36M114%
Annual Yield % from dividends0.620.7483%
Returns for 1 year-0.497.57-6%
Returns for 3 years-2.429.37-26%
Returns for 5 years1.3215.369%
Returns for 10 yearsN/A30.00-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MABCX10.09N/A
N/A
Morgan Stanley US Focus Real Estate R6
JPPEX68.17-0.51
-0.74%
JPMorgan Mid Cap Equity R6
TBLIX36.47-0.35
-0.95%
Transamerica Multi-Managed Balanced I
GINUX28.00-0.51
-1.79%
Goldman Sachs Small Cap Gr Insghts R6
NSNCX49.79-1.05
-2.07%
Neuberger Berman Small Cap Growth C