MNWIX
Price
$12.64
Change
+$0.03 (+0.24%)
Updated
Jan 17 closing price
Net Assets
32.96M
OTCRX
Price
$14.97
Change
+$0.06 (+0.40%)
Updated
Jan 17 closing price
Net Assets
154.05M
Ad is loading...

MNWIX vs OTCRX

Header iconMNWIX vs OTCRX Comparison
Open Charts MNWIX vs OTCRXBanner chart's image
MFS Managed Wealth I
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets32.96M
Otter Creek Long/Short Opportunity I
Price$14.97
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets154.05M
MNWIX vs OTCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MNWIX vs. OTCRX commentary
Jan 19, 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 StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 154M vs. MNWIX (33M). OTCRX pays higher dividends than MNWIX: OTCRX (2.73) vs MNWIX (0.74). MNWIX was incepted earlier than OTCRX: MNWIX (11 years) vs OTCRX (11 years). OTCRX is a more actively managed with annual turnover of: 303.00 vs. MNWIX (19.00). MNWIX has a lower initial minimum investment than OTCRX: MNWIX (0) vs OTCRX (2500). OTCRX annual gain was more profitable for investors over the last year : 20.73 vs. MNWIX (7.24). OTCRX return over 5 years is better than : 32.68 vs. MNWIX (14.42).
MNWIXOTCRXMNWIX / OTCRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years11 years-
Gain YTD1.4452.60555%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33M154M21%
Annual Yield % from dividends0.742.7327%
Returns for 1 year7.2420.7335%
Returns for 3 years12.3117.3671%
Returns for 5 years14.4232.6844%
Returns for 10 years31.4843.9972%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BTCT8.263.50
+73.53%
BTC Digital Ltd
MOV19.120.28
+1.49%
Movado Group
BMRN61.530.28
+0.46%
BioMarin Pharmaceutical
EVTC32.61-0.15
-0.46%
EVERTEC
LFT2.58-0.03
-1.15%
Lument Finance Trust