MNWIX
Price
$13.06
Change
-$0.02 (-0.15%)
Updated
Jun 18 closing price
Net Assets
34.96M
OTCRX
Price
$13.96
Change
-$0.01 (-0.07%)
Updated
Jun 18 closing price
Net Assets
125.28M
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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$13.06
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets34.96M
Otter Creek Long/Short Opportunity I
Price$13.96
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets125.28M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Jun 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 125M vs. MNWIX (35M). MNWIX pays higher dividends than OTCRX: MNWIX (1.08) vs OTCRX (0.61). 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 : 5.49 vs. OTCRX (-0.51). OTCRX return over 5 years is better than : 25.72 vs. MNWIX (15.27).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years11 years-
Gain YTD4.815-4.318-112%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets35M125M28%
Annual Yield % from dividends1.080.61177%
Returns for 1 year5.49-0.51-1,087%
Returns for 3 years19.917.81255%
Returns for 5 years15.2725.7259%
Returns for 10 years32.3835.2692%
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