MNWIX
Price
$12.74
Change
+$0.03 (+0.24%)
Updated
Jan 22 closing price
Net Assets
33.15M
OTTRX
Price
$15.48
Change
+$0.10 (+0.65%)
Updated
Jan 22 closing price
Net Assets
156.02M
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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+$0.03 (+0.24%)
VolumeN/A
Net Assets33.15M
Otter Creek Long/Short Opportunity Instl
Price$15.48
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets156.02M
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
Jan 24, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 156M vs. MNWIX (33.2M). OTTRX pays higher dividends than MNWIX: OTTRX (3.00) vs MNWIX (0.74). MNWIX was incepted earlier than OTTRX: MNWIX (11 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 (2500). OTTRX annual gain was more profitable for investors over the last year : 22.37 vs. MNWIX (8.00). OTTRX return over 5 years is better than : 38.04 vs. MNWIX (15.33).
MNWIXOTTRXMNWIX / OTTRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years11 years-
Gain YTD2.2474.45350%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2M156M21%
Annual Yield % from dividends0.743.0025%
Returns for 1 year8.0022.3736%
Returns for 3 years12.8018.8368%
Returns for 5 years15.3338.0440%
Returns for 10 years31.8551.6862%
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