MNWIX
Price
$12.64
Change
-$0.10 (-0.78%)
Updated
Apr 3 closing price
Net Assets
33.88M
MNWRX
Price
$12.01
Change
-$0.10 (-0.83%)
Updated
Apr 3 closing price
Net Assets
33.88M
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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$12.64
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets33.88M
MFS Managed Wealth R1
Price$12.01
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets33.88M
MNWIX vs MNWRX Comparison Chart
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MNWIX vs. MNWRX commentary
Apr 05, 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 (33.9M) and MNWRX (33.9M) 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 : 4.41 vs. MNWRX (3.44). MNWIX return over 5 years is better than : 15.53 vs. MNWRX (10.80).
MNWIXMNWRXMNWIX / MNWRX
Total Expense Ratio1.182.1854%
Annual Report Gross Expense Ratio1.542.5461%
Fund Existence11 years11 years-
Gain YTD2.2472.022111%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.9M33.9M100%
Annual Yield % from dividends1.110.28399%
Returns for 1 year4.413.44128%
Returns for 3 years15.0012.45121%
Returns for 5 years15.5310.80144%
Returns for 10 years29.7720.12148%
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