MNWIX
Price
$13.30
Change
-$0.03 (-0.23%)
Updated
Sep 12 closing price
Net Assets
37.73M
MNWUX
Price
$13.28
Change
-$0.03 (-0.23%)
Updated
Sep 12 closing price
Net Assets
37.73M
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MNWIX vs MNWUX

Header iconMNWIX vs MNWUX Comparison
Open Charts MNWIX vs MNWUXBanner chart's image
MFS Managed Wealth I
Price$13.30
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets37.73M
MFS Managed Wealth R4
Price$13.28
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets37.73M
MNWIX vs MNWUX Comparison Chart in %
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MNWIX vs. MNWUX commentary
Sep 15, 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 MNWUX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (37.7M) and MNWUX (37.7M) have equal amount of cash in the bank . MNWUX (1.10) and MNWIX (1.06) have matching dividends . MNWIX was incepted earlier than MNWUX: MNWIX (11 years) vs MNWUX (11 years). MNWIX (1.54) and MNWUX (1.54) have similar cost to investors . MNWIX (11.00) and MNWUX (11.00) have comparable annual turnover. MNWIX (0) and MNWUX (0) have matching initial minimum investment requirements. MNWIX (5.82) and MNWUX (5.79) have marching annual gain over last year. MNWUX (17.27) and MNWIX (16.48) have equivalent 5 years return.
MNWIXMNWUXMNWIX / MNWUX
Total Expense Ratio1.181.18100%
Annual Report Gross Expense Ratio1.541.54100%
Fund Existence11 years11 years-
Gain YTD6.7426.752100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets37.7M37.7M100%
Annual Yield % from dividends1.061.1096%
Returns for 1 year5.825.79101%
Returns for 3 years20.5921.4496%
Returns for 5 years16.4817.2795%
Returns for 10 years37.3740.4592%
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