MNWIX
Price
$12.64
Change
-$0.10 (-0.78%)
Updated
Apr 3 closing price
Net Assets
33.88M
MNWTX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Apr 3 closing price
Net Assets
33.88M
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MNWIX vs MNWTX

Header iconMNWIX vs MNWTX Comparison
Open Charts MNWIX vs MNWTXBanner chart's image
MFS Managed Wealth I
Price$12.64
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets33.88M
MFS Managed Wealth R3
Price$12.58
Change-$0.10 (-0.79%)
VolumeN/A
Net Assets33.88M
MNWIX vs MNWTX Comparison Chart
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MNWIX vs. MNWTX 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 MNWTX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (33.9M) and MNWTX (33.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWTX: MNWIX (1.11) vs MNWTX (0.92). MNWIX was incepted earlier than MNWTX: MNWIX (11 years) vs MNWTX (11 years). MNWTX (1.79) is less costly to investors than MNWIX (1.54). MNWIX (6.00) and MNWTX (6.00) have comparable annual turnover. MNWIX (0) and MNWTX (0) have matching initial minimum investment requirements. MNWIX annual gain was more profitable for investors over the last year : 4.41 vs. MNWTX (4.14). MNWIX (15.53) and MNWTX (14.92) have equivalent 5 years return.
MNWIXMNWTXMNWIX / MNWTX
Total Expense Ratio1.181.4383%
Annual Report Gross Expense Ratio1.541.7986%
Fund Existence11 years11 years-
Gain YTD2.2472.176103%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.9M33.9M100%
Annual Yield % from dividends1.110.92120%
Returns for 1 year4.414.14106%
Returns for 3 years15.0015.02100%
Returns for 5 years15.5314.92104%
Returns for 10 years29.7729.48101%
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