MNWIX
Price
$12.98
Change
-$0.00 (-0.00%)
Updated
May 23 closing price
Net Assets
34.89M
OTTRX
Price
$13.77
Change
-$0.08 (-0.58%)
Updated
May 23 closing price
Net Assets
121.11M
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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$12.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.89M
Otter Creek Long/Short Opportunity Instl
Price$13.77
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets121.11M
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
May 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: 121M vs. MNWIX (34.9M). MNWIX pays higher dividends than OTTRX: MNWIX (1.10) vs OTTRX (0.89). 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 : 5.18 vs. OTTRX (-1.85). OTTRX return over 5 years is better than : 27.56 vs. MNWIX (14.86).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years11 years-
Gain YTD4.173-7.085-59%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets34.9M121M29%
Annual Yield % from dividends1.100.89124%
Returns for 1 year5.18-1.85-280%
Returns for 3 years17.591.301,356%
Returns for 5 years14.8627.5654%
Returns for 10 years31.8332.0399%
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