MNWIX
Price
$12.74
Change
+$0.01 (+0.08%)
Updated
Apr 2 closing price
Net Assets
33.95M
OTTRX
Price
$14.43
Change
+$0.01 (+0.07%)
Updated
Apr 2 closing price
Net Assets
149.32M
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MNWIX vs OTTRX

Header iconMNWIX vs OTTRX Comparison
Open Charts MNWIX vs OTTRXBanner 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 Instl
Price$14.43
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets149.32M
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
Apr 04, 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 OTTRX is a Buy.

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FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 149M vs. MNWIX (34M). MNWIX pays higher dividends than OTTRX: MNWIX (1.11) vs OTTRX (0.82). MNWIX was incepted earlier than OTTRX: MNWIX (11 years) vs OTTRX (11 years). OTTRX (2.25) is less costly to investors than MNWIX (1.54). OTTRX is a more actively managed with annual turnover of: 237.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than OTTRX: MNWIX (0) vs OTTRX (2500). OTTRX annual gain was more profitable for investors over the last year : 5.62 vs. MNWIX (4.58). OTTRX return over 5 years is better than : 33.58 vs. MNWIX (15.53).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years11 years-
Gain YTD2.247-2.699-83%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34M149M23%
Annual Yield % from dividends1.110.82136%
Returns for 1 year4.585.6281%
Returns for 3 years15.216.30241%
Returns for 5 years15.5333.5846%
Returns for 10 years30.0339.3976%
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