MNWBX
Price
$12.56
Change
-$0.04 (-0.32%)
Updated
Jul 11 closing price
Net Assets
35.89M
MNWIX
Price
$13.23
Change
-$0.04 (-0.30%)
Updated
Jul 11 closing price
Net Assets
35.89M
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MNWBX vs MNWIX

Header iconMNWBX vs MNWIX Comparison
Open Charts MNWBX vs MNWIXBanner chart's image
MFS Managed Wealth B
Price$12.56
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets35.89M
MFS Managed Wealth I
Price$13.23
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets35.89M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Jul 14, 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 MNWBX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWBX (35.9M) and MNWIX (35.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (1.07) vs MNWBX (0.06). MNWBX was incepted earlier than MNWIX: MNWBX (11 years) vs MNWIX (11 years). MNWBX (2.54) is less costly to investors than MNWIX (1.54). MNWBX (6.00) and MNWIX (6.00) have comparable annual turnover. MNWIX has a lower initial minimum investment than MNWBX: MNWIX (0) vs MNWBX (1000). MNWIX annual gain was more profitable for investors over the last year : 6.52 vs. MNWBX (5.53). MNWIX return over 5 years is better than : 16.37 vs. MNWBX (11.42).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD5.6356.18091%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.9M35.9M100%
Annual Yield % from dividends0.061.076%
Returns for 1 year5.536.5285%
Returns for 3 years18.2420.9387%
Returns for 5 years11.4216.3770%
Returns for 10 years23.3433.3270%
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