MNWIX
Price
$13.23
Change
-$0.01 (-0.08%)
Updated
Sep 3 closing price
Net Assets
37.7M
OTCRX
Price
$14.05
Change
-$0.03 (-0.21%)
Updated
Sep 3 closing price
Net Assets
111.09M
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MNWIX vs OTCRX

Header iconMNWIX vs OTCRX Comparison
Open Charts MNWIX vs OTCRXBanner chart's image
MFS Managed Wealth I
Price$13.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets37.7M
Otter Creek Long/Short Opportunity I
Price$14.05
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets111.09M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Sep 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 OTCRX is a Buy.

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FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 111M vs. MNWIX (37.7M). MNWIX pays higher dividends than OTCRX: MNWIX (1.06) vs OTCRX (0.59). MNWIX was incepted earlier than OTCRX: MNWIX (11 years) vs OTCRX (12 years). OTCRX (2.49) is less costly to investors than MNWIX (1.54). OTCRX is a more actively managed with annual turnover of: 237.00 vs. MNWIX (11.00). MNWIX has a lower initial minimum investment than OTCRX: MNWIX (0) vs OTCRX (2500). MNWIX annual gain was more profitable for investors over the last year : 5.26 vs. OTCRX (-0.29). OTCRX return over 5 years is better than : 22.54 vs. MNWIX (16.56).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.260-3.496-179%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.7M111M34%
Annual Yield % from dividends1.060.59180%
Returns for 1 year5.26-0.29-1,841%
Returns for 3 years20.3711.65175%
Returns for 5 years16.5622.5473%
Returns for 10 years37.5829.67127%
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