Ad is loading...
MNWIX
Price
$12.67
Change
-$0.05 (-0.39%)
Updated
Nov 15 closing price
OTTRX
Price
$15.04
Change
-$0.12 (-0.79%)
Updated
Nov 15 closing price
Ad is loading...

MNWIX vs OTTRX

Header iconMNWIX vs OTTRX Comparison
Open Charts MNWIX vs OTTRXBanner chart's image
MFS Managed Wealth I
Price$12.67
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
Otter Creek Long/Short Opportunity Instl
Price$15.04
Change-$0.12 (-0.79%)
VolumeN/A
CapitalizationN/A
MNWIX vs OTTRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MNWIX vs. OTTRX commentary
Nov 18, 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 OTTRX is a Sell.

FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 150M vs. MNWIX (36M). OTTRX pays higher dividends than MNWIX: OTTRX (3.00) vs MNWIX (0.74). MNWIX was incepted earlier than OTTRX: MNWIX (10 years) vs OTTRX (11 years). OTTRX is a more actively managed with annual turnover of: 303.00 vs. MNWIX (19.00). MNWIX has a lower initial minimum investment than OTTRX: MNWIX (0) vs OTTRX (100000). OTTRX annual gain was more profitable for investors over the last year : 19.79 vs. MNWIX (7.57). OTTRX return over 5 years is better than : 28.08 vs. MNWIX (15.36).
MNWIXOTTRXMNWIX / OTTRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years11 years-
Gain YTD7.01017.31740%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets36M150M24%
Annual Yield % from dividends0.743.0025%
Returns for 1 year7.5719.7938%
Returns for 3 years9.379.35100%
Returns for 5 years15.3628.0855%
Returns for 10 years30.0044.2568%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
UPST68.360.97
+1.45%
Upstart Holdings
YTRA1.35-0.01
-0.74%
Yatra Online
CHE557.95-4.31
-0.77%
Chemed Corp
CDNA21.17-0.38
-1.76%
CareDx
MTEM0.47-0.14
-23.41%
Molecular Templates