GUMCX
Price
$21.33
Change
+$0.01 (+0.05%)
Updated
Dec 18 closing price
MNWIX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Dec 18 closing price
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GUMCX vs MNWIX

Header iconGUMCX vs MNWIX Comparison
Open Charts GUMCX vs MNWIXBanner chart's image
NAA Market Neutral Real Estate C
Price$21.33
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth I
Price$12.58
Change-$0.10 (-0.79%)
VolumeN/A
CapitalizationN/A
GUMCX vs MNWIX Comparison Chart
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GUMCX vs. MNWIX commentary
Dec 19, 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 Sell and MNWIX is a Hold.

FUNDAMENTALS
Fundamentals
MNWIX has more cash in the bank: 32.9M vs. GUMCX (7.05M). 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 : 7.47 vs. GUMCX (-0.64). MNWIX return over 5 years is better than : 14.83 vs. GUMCX (3.29).
GUMCXMNWIXGUMCX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years10 years-
Gain YTD-0.9807.095-14%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.05M32.9M21%
Annual Yield % from dividends0.620.7483%
Returns for 1 year-0.647.47-9%
Returns for 3 years-2.849.83-29%
Returns for 5 years3.2914.8322%
Returns for 10 yearsN/A29.84-
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