MNWIX
Price
$12.74
Change
+$0.06 (+0.47%)
Updated
Apr 24 closing price
Net Assets
33.98M
OTTRX
Price
$13.35
Change
-$0.06 (-0.45%)
Updated
Apr 24 closing price
Net Assets
115.91M
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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+$0.06 (+0.47%)
VolumeN/A
Net Assets33.98M
Otter Creek Long/Short Opportunity Instl
Price$13.35
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets115.91M
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
Apr 25, 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: 116M 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). MNWIX annual gain was more profitable for investors over the last year : 4.51 vs. OTTRX (-0.48). OTTRX return over 5 years is better than : 22.32 vs. MNWIX (12.50).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years11 years-
Gain YTD1.766-9.514-19%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34M116M29%
Annual Yield % from dividends1.110.82136%
Returns for 1 year4.51-0.48-948%
Returns for 3 years15.282.26676%
Returns for 5 years12.5022.3256%
Returns for 10 years28.5329.2797%
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