MNWBX
Price
$12.38
Change
-$0.02 (-0.16%)
Updated
Jun 20 closing price
Net Assets
34.96M
MNWIX
Price
$13.03
Change
-$0.03 (-0.23%)
Updated
Jun 20 closing price
Net Assets
34.96M
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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$12.38
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets34.96M
MFS Managed Wealth I
Price$13.03
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets34.96M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Jun 22, 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 (35M) and MNWIX (35M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (1.08) vs MNWBX (0.07). 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 : 5.41 vs. MNWBX (4.36). MNWIX return over 5 years is better than : 15.27 vs. MNWBX (10.40).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD4.2894.81589%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets35M35M100%
Annual Yield % from dividends0.071.086%
Returns for 1 year4.365.4181%
Returns for 3 years16.9519.6986%
Returns for 5 years10.4015.2768%
Returns for 10 years21.8931.8669%
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