MNWIX
Price
$13.35
Change
-$0.02 (-0.15%)
Updated
Oct 7 closing price
Net Assets
37.39M
OTTRX
Price
$14.66
Change
+$0.01 (+0.07%)
Updated
Oct 7 closing price
Net Assets
112.4M
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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$13.35
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets37.39M
Otter Creek Long/Short Opportunity Instl
Price$14.66
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets112.4M
MNWIX vs OTTRX Comparison Chart in %
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MNWIX vs. OTTRX commentary
Oct 09, 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: 112M vs. MNWIX (37.4M). MNWIX pays higher dividends than OTTRX: MNWIX (1.06) vs OTTRX (0.81). 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 (11.00). 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 : 6.05 vs. OTTRX (-3.18). OTTRX return over 5 years is better than : 23.54 vs. MNWIX (17.40).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years12 years-
Gain YTD7.303-1.147-637%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.4M112M33%
Annual Yield % from dividends1.060.81130%
Returns for 1 year6.05-3.18-190%
Returns for 3 years22.3115.17147%
Returns for 5 years17.4023.5474%
Returns for 10 years37.5535.74105%
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