MNWBX
Price
$11.88
Change
-$0.10 (-0.83%)
Updated
Dec 18 closing price
MNWIX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Dec 18 closing price
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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$11.88
Change-$0.10 (-0.83%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth I
Price$12.58
Change-$0.10 (-0.79%)
VolumeN/A
CapitalizationN/A
MNWBX vs MNWIX Comparison Chart
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MNWBX 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 MNWBX is a Hold and MNWIX is a Hold.

FUNDAMENTALS
Fundamentals
MNWBX (32.9M) and MNWIX (32.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (0.74) vs MNWBX (0.00). MNWBX was incepted earlier than MNWIX: MNWBX (10 years) vs MNWIX (10 years). MNWBX (19.00) and MNWIX (19.00) 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 : 7.47 vs. MNWBX (6.49). MNWIX return over 5 years is better than : 14.83 vs. MNWBX (10.01).
MNWBXMNWIXMNWBX / MNWIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years10 years-
Gain YTD6.1127.09586%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9M32.9M100%
Annual Yield % from dividends0.000.74-
Returns for 1 year6.497.4787%
Returns for 3 years7.359.8375%
Returns for 5 years10.0114.8367%
Returns for 10 years20.1029.8467%
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