MNWIX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Dec 18 closing price
MNWRX
Price
$11.89
Change
-$0.09 (-0.75%)
Updated
Dec 18 closing price
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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$12.58
Change-$0.10 (-0.79%)
VolumeN/A
CapitalizationN/A
MFS Managed Wealth R1
Price$11.89
Change-$0.09 (-0.75%)
VolumeN/A
CapitalizationN/A
MNWIX vs MNWRX Comparison Chart
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MNWIX vs. MNWRX 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 MNWIX is a Hold and MNWRX is a Hold.

FUNDAMENTALS
Fundamentals
MNWIX (32.9M) and MNWRX (32.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWRX: MNWIX (0.74) vs MNWRX (0.00). MNWIX was incepted earlier than MNWRX: MNWIX (10 years) vs MNWRX (10 years). MNWIX (19.00) and MNWRX (19.00) 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 : 7.47 vs. MNWRX (6.39). MNWIX return over 5 years is better than : 14.83 vs. MNWRX (10.01).
MNWIXMNWRXMNWIX / MNWRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years10 years-
Gain YTD7.0956.018118%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9M32.9M100%
Annual Yield % from dividends0.740.00-
Returns for 1 year7.476.39117%
Returns for 3 years9.837.35134%
Returns for 5 years14.8310.01148%
Returns for 10 years29.8420.10148%
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