MNWIX
Price
$12.58
Change
-$0.10 (-0.79%)
Updated
Dec 18 closing price
OTCRX
Price
$14.52
Change
-$0.26 (-1.76%)
Updated
Dec 18 closing price
Ad is loading...

MNWIX vs OTCRX

Header iconMNWIX vs OTCRX Comparison
Open Charts MNWIX vs OTCRXBanner chart's image
MFS Managed Wealth I
Price$12.58
Change-$0.10 (-0.79%)
VolumeN/A
CapitalizationN/A
Otter Creek Long/Short Opportunity I
Price$14.52
Change-$0.26 (-1.76%)
VolumeN/A
CapitalizationN/A
MNWIX vs OTCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MNWIX vs. OTCRX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 150M vs. MNWIX (32.9M). OTCRX pays higher dividends than MNWIX: OTCRX (2.73) vs MNWIX (0.74). MNWIX was incepted earlier than OTCRX: MNWIX (10 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 : 18.91 vs. MNWIX (7.47). OTCRX return over 5 years is better than : 30.45 vs. MNWIX (14.83).
MNWIXOTCRXMNWIX / OTCRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years11 years-
Gain YTD7.09517.68340%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9M150M22%
Annual Yield % from dividends0.742.7327%
Returns for 1 year7.4718.9140%
Returns for 3 years9.8312.5578%
Returns for 5 years14.8330.4549%
Returns for 10 years29.8442.8270%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RAGHX28.12N/A
N/A
Virtus KAR Health Sciences A
FACSX52.21N/A
N/A
Nuveen Mid Cap Value 1 C
TIISX10.67N/A
N/A
Nuveen Quant Intl Small Cap Eq R6
SEPCX9.50-0.05
-0.52%
Saratoga Energy & Basic Materials C
BARIX101.20-18.32
-15.33%
Baron Asset Instl