MNWIX
Price
$12.74
Change
+$0.01 (+0.08%)
Updated
Apr 2 closing price
Net Assets
33.95M
OTCRX
Price
$14.20
Change
+$0.01 (+0.07%)
Updated
Apr 2 closing price
Net Assets
149.32M
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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+$0.01 (+0.08%)
VolumeN/A
Net Assets33.95M
Otter Creek Long/Short Opportunity I
Price$14.20
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets149.32M
MNWIX vs OTCRX Comparison Chart
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MNWIX vs. OTCRX commentary
Apr 03, 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: 149M 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). OTCRX annual gain was more profitable for investors over the last year : 5.31 vs. MNWIX (4.58). OTCRX return over 5 years is better than : 31.83 vs. MNWIX (15.53).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years11 years-
Gain YTD2.247-2.742-82%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34M149M23%
Annual Yield % from dividends1.110.59189%
Returns for 1 year4.585.3186%
Returns for 3 years15.215.49277%
Returns for 5 years15.5331.8349%
Returns for 10 years30.0336.0083%
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