MNWIX
Price
$12.64
Change
-$0.10 (-0.78%)
Updated
Apr 3 closing price
Net Assets
33.88M
MNWZX
Price
$12.63
Change
-$0.10 (-0.79%)
Updated
Apr 3 closing price
Net Assets
33.88M
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MNWIX vs MNWZX

Header iconMNWIX vs MNWZX Comparison
Open Charts MNWIX vs MNWZXBanner chart's image
MFS Managed Wealth I
Price$12.64
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets33.88M
MFS Managed Wealth R6
Price$12.63
Change-$0.10 (-0.79%)
VolumeN/A
Net Assets33.88M
MNWIX vs MNWZX Comparison Chart
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MNWIX vs. MNWZX 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 MNWZX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (33.9M) and MNWZX (33.9M) have equal amount of cash in the bank . MNWZX pays higher dividends than MNWIX: MNWZX (1.21) vs MNWIX (1.11). MNWIX was incepted earlier than MNWZX: MNWIX (11 years) vs MNWZX (8 years). MNWIX (1.54) and MNWZX (1.47) have similar cost to investors . MNWIX (6.00) and MNWZX (6.00) have comparable annual turnover. MNWIX (0) and MNWZX (0) have matching initial minimum investment requirements. MNWZX (4.52) and MNWIX (4.41) have marching annual gain over last year. MNWZX (15.86) and MNWIX (15.53) have equivalent 5 years return.
MNWIXMNWZXMNWIX / MNWZX
Total Expense Ratio1.181.15103%
Annual Report Gross Expense Ratio1.541.47105%
Fund Existence11 years8 years-
Gain YTD2.2472.249100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.9M33.9M100%
Annual Yield % from dividends1.111.2192%
Returns for 1 year4.414.5298%
Returns for 3 years15.0015.2199%
Returns for 5 years15.5315.8698%
Returns for 10 years29.77N/A-
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