MNWBX
Price
$12.49
Change
-$0.15 (-1.19%)
Updated
Oct 10 closing price
Net Assets
36.91M
MNWIX
Price
$13.19
Change
-$0.16 (-1.20%)
Updated
Oct 10 closing price
Net Assets
36.91M
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MNWBX vs MNWIX

Header iconMNWBX vs MNWIX Comparison
Open Charts MNWBX vs MNWIXBanner chart's image
MFS Managed Wealth B
Price$12.49
Change-$0.15 (-1.19%)
VolumeN/A
Net Assets36.91M
MFS Managed Wealth I
Price$13.19
Change-$0.16 (-1.20%)
VolumeN/A
Net Assets36.91M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Oct 12, 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 MNWBX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWBX (36.9M) and MNWIX (36.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (1.06) vs MNWBX (0.06). MNWBX was incepted earlier than MNWIX: MNWBX (11 years) vs MNWIX (11 years). MNWBX (2.54) is less costly to investors than MNWIX (1.54). MNWBX (11.00) and MNWIX (11.00) have comparable annual turnover. MNWIX has a lower initial minimum investment than MNWBX: MNWIX (0) vs MNWBX (1000). MNWIX annual gain was more profitable for investors over the last year : 4.46 vs. MNWBX (3.46). MNWIX return over 5 years is better than : 15.42 vs. MNWBX (10.61).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD5.0465.85986%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets36.9M36.9M100%
Annual Yield % from dividends0.061.066%
Returns for 1 year3.464.4678%
Returns for 3 years18.2520.8987%
Returns for 5 years10.6115.4269%
Returns for 10 years25.7435.9772%
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