MNWIX
Price
$13.38
Change
+$0.03 (+0.22%)
Updated
Oct 8 closing price
Net Assets
37.35M
OTCRX
Price
$14.40
Change
-$0.01 (-0.07%)
Updated
Oct 8 closing price
Net Assets
112.48M
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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$13.38
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets37.35M
Otter Creek Long/Short Opportunity I
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets112.48M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Oct 09, 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: 112M vs. MNWIX (37.3M). MNWIX pays higher dividends than OTCRX: MNWIX (1.06) vs OTCRX (0.58). 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 (11.00). 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 : 5.89 vs. OTCRX (-4.09). OTCRX return over 5 years is better than : 21.90 vs. MNWIX (16.82).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD7.143-1.234-579%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.3M112M33%
Annual Yield % from dividends1.060.58182%
Returns for 1 year5.89-4.09-144%
Returns for 3 years22.1314.36154%
Returns for 5 years16.8221.9077%
Returns for 10 years37.3432.59115%
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