MNWIX
Price
$12.74
Change
+$0.06 (+0.47%)
Updated
Apr 24 closing price
Net Assets
33.98M
OTCRX
Price
$13.13
Change
-$0.06 (-0.45%)
Updated
Apr 24 closing price
Net Assets
115.91M
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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$12.74
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets33.98M
Otter Creek Long/Short Opportunity I
Price$13.13
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets115.91M
MNWIX vs OTCRX Comparison Chart
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MNWIX vs. OTCRX commentary
Apr 25, 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: 116M vs. MNWIX (34M). MNWIX pays higher dividends than OTCRX: MNWIX (1.11) vs OTCRX (0.59). 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 : 4.51 vs. OTCRX (-0.79). OTCRX return over 5 years is better than : 20.74 vs. MNWIX (12.50).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years11 years-
Gain YTD1.766-9.596-18%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34M116M29%
Annual Yield % from dividends1.110.59189%
Returns for 1 year4.51-0.79-571%
Returns for 3 years15.281.491,028%
Returns for 5 years12.5020.7460%
Returns for 10 years28.5326.07109%
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