MNWIX
Price
$12.61
Change
+$0.02 (+0.16%)
Updated
Dec 20 closing price
OTTRX
Price
$14.95
Change
+$0.15 (+1.01%)
Updated
Dec 20 closing price
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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$12.61
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
Otter Creek Long/Short Opportunity Instl
Price$14.95
Change+$0.15 (+1.01%)
VolumeN/A
CapitalizationN/A
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
Dec 23, 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 Buy.

FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 150M vs. MNWIX (32.7M). 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 (2500). OTTRX annual gain was more profitable for investors over the last year : 17.81 vs. MNWIX (6.79). OTTRX return over 5 years is better than : 31.02 vs. MNWIX (14.00).
MNWIXOTTRXMNWIX / OTTRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years11 years-
Gain YTD6.50317.53137%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.7M150M22%
Annual Yield % from dividends0.743.0025%
Returns for 1 year6.7917.8138%
Returns for 3 years9.5113.4271%
Returns for 5 years14.0031.0245%
Returns for 10 years28.7445.0364%
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