MNWIX
Price
$13.23
Change
-$0.04 (-0.30%)
Updated
Jul 11 closing price
Net Assets
35.89M
OTCRX
Price
$13.81
Change
-$0.05 (-0.36%)
Updated
Jul 11 closing price
Net Assets
121.22M
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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-$0.04 (-0.30%)
VolumeN/A
Net Assets35.89M
Otter Creek Long/Short Opportunity I
Price$13.81
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets121.22M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Jul 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 OTCRX is a Buy.

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FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 121M vs. MNWIX (35.9M). MNWIX pays higher dividends than OTCRX: MNWIX (1.07) 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 (6.00). 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 : 6.52 vs. OTCRX (-2.61). OTCRX return over 5 years is better than : 21.18 vs. MNWIX (16.37).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.180-5.346-116%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets35.9M121M30%
Annual Yield % from dividends1.070.59180%
Returns for 1 year6.52-2.61-250%
Returns for 3 years20.936.89304%
Returns for 5 years16.3721.1877%
Returns for 10 years33.3232.96101%
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