MNWBX
Price
$12.12
Change
-$0.05 (-0.41%)
Updated
Mar 10 closing price
Net Assets
33.87M
MNWIX
Price
$12.73
Change
-$0.05 (-0.39%)
Updated
Mar 10 closing price
Net Assets
33.87M
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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$12.12
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets33.87M
MFS Managed Wealth I
Price$12.73
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets33.87M
MNWBX vs MNWIX Comparison Chart
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MNWBX vs. MNWIX commentary
Mar 11, 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 (33.9M) and MNWIX (33.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (1.10) 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 : 5.08 vs. MNWBX (4.00). MNWIX return over 5 years is better than : 15.18 vs. MNWBX (10.31).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD2.3552.56892%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.9M33.9M100%
Annual Yield % from dividends0.071.106%
Returns for 1 year4.005.0879%
Returns for 3 years14.2416.9284%
Returns for 5 years10.3115.1868%
Returns for 10 years21.3031.2268%
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