MNWBX
Price
$12.61
Change
-$0.06 (-0.47%)
Updated
Dec 12 closing price
Net Assets
37.96M
MNWIX
Price
$13.35
Change
-$0.05 (-0.37%)
Updated
Dec 12 closing price
Net Assets
37.96M
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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$12.61
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets37.96M
MFS Managed Wealth I
Price$13.35
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets37.96M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Dec 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 MNWBX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWBX (38M) and MNWIX (38M) 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 (2.66) is less costly to investors than MNWIX (1.66). 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 : 6.28 vs. MNWBX (5.30). MNWIX return over 5 years is better than : 19.30 vs. MNWBX (14.32).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.141.14188%
Annual Report Gross Expense Ratio2.661.66160%
Fund Existence11 years11 years-
Gain YTD6.5607.54487%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets38M38M100%
Annual Yield % from dividends0.061.066%
Returns for 1 year5.306.2884%
Returns for 3 years16.8519.5886%
Returns for 5 years14.3219.3074%
Returns for 10 years26.9137.3172%
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