MNWIX
Price
$13.29
Change
+$0.05 (+0.38%)
Updated
Aug 12 closing price
Net Assets
38.18M
OTTRX
Price
$14.21
Change
+$0.03 (+0.21%)
Updated
Aug 12 closing price
Net Assets
110.71M
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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$13.29
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets38.18M
Otter Creek Long/Short Opportunity Instl
Price$14.21
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets110.71M
MNWIX vs OTTRX Comparison Chart in %
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MNWIX vs. OTTRX commentary
Aug 14, 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: 111M vs. MNWIX (38.2M). MNWIX pays higher dividends than OTTRX: MNWIX (1.07) vs OTTRX (0.83). MNWIX was incepted earlier than OTTRX: MNWIX (11 years) vs OTTRX (12 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 : 7.18 vs. OTTRX (-0.27). OTTRX return over 5 years is better than : 18.92 vs. MNWIX (16.90).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years12 years-
Gain YTD6.661-4.318-154%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets38.2M111M34%
Annual Yield % from dividends1.070.83129%
Returns for 1 year7.18-0.27-2,669%
Returns for 3 years19.338.53227%
Returns for 5 years16.9018.9289%
Returns for 10 years34.4532.30107%
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