MNWIX
Price
$12.98
Change
-$0.01 (-0.08%)
Updated
May 22 closing price
Net Assets
34.92M
OTCRX
Price
$13.62
Change
+$0.03 (+0.22%)
Updated
May 22 closing price
Net Assets
121.51M
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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$12.98
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets34.92M
Otter Creek Long/Short Opportunity I
Price$13.62
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets121.51M
MNWIX vs OTCRX Comparison Chart
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MNWIX vs. OTCRX commentary
May 23, 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: 122M vs. MNWIX (34.9M). MNWIX pays higher dividends than OTCRX: MNWIX (1.10) vs OTCRX (0.64). MNWIX was incepted earlier than OTCRX: MNWIX (11 years) vs OTCRX (11 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 : 5.26 vs. OTCRX (-1.96). OTCRX return over 5 years is better than : 26.36 vs. MNWIX (14.95).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years11 years-
Gain YTD4.254-6.854-62%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34.9M122M29%
Annual Yield % from dividends1.100.64173%
Returns for 1 year5.26-1.96-268%
Returns for 3 years17.781.541,152%
Returns for 5 years14.9526.3657%
Returns for 10 years31.4128.85109%
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