MNWIX
Price
$12.74
Change
-$0.00 (-0.00%)
Updated
Apr 25 closing price
Net Assets
34.11M
MNWRX
Price
$12.09
Change
-$0.01 (-0.08%)
Updated
Apr 25 closing price
Net Assets
34.11M
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MNWIX vs MNWRX

Header iconMNWIX vs MNWRX Comparison
Open Charts MNWIX vs MNWRXBanner chart's image
MFS Managed Wealth I
Price$12.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.11M
MFS Managed Wealth R1
Price$12.09
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets34.11M
MNWIX vs MNWRX Comparison Chart
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MNWIX vs. MNWRX commentary
Apr 26, 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 MNWIX is a Hold and MNWRX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (34.1M) and MNWRX (34.1M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWRX: MNWIX (1.11) vs MNWRX (0.28). MNWIX was incepted earlier than MNWRX: MNWIX (11 years) vs MNWRX (11 years). MNWRX (2.54) is less costly to investors than MNWIX (1.54). MNWIX (6.00) and MNWRX (6.00) have comparable annual turnover. MNWIX (0) and MNWRX (0) have matching initial minimum investment requirements. MNWIX annual gain was more profitable for investors over the last year : 5.17 vs. MNWRX (4.16). MNWIX return over 5 years is better than : 13.03 vs. MNWRX (8.34).
MNWIXMNWRXMNWIX / MNWRX
Total Expense Ratio1.182.1854%
Annual Report Gross Expense Ratio1.542.5461%
Fund Existence11 years11 years-
Gain YTD2.2471.938116%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets34.1M34.1M100%
Annual Yield % from dividends1.110.28399%
Returns for 1 year5.174.16125%
Returns for 3 years15.9313.30120%
Returns for 5 years13.038.34156%
Returns for 10 years29.5219.78149%
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