MNWBX
Price
$12.61
Change
+$0.04 (+0.32%)
Updated
Jul 3 closing price
Net Assets
35.6M
MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
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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+$0.04 (+0.32%)
VolumeN/A
Net Assets35.6M
MFS Managed Wealth I
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Jul 08, 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 (35.6M) and MNWIX (35.6M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWBX: MNWIX (1.07) 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 (6.00) and MNWIX (6.00) 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 : 7.35 vs. MNWBX (6.31). MNWIX return over 5 years is better than : 16.71 vs. MNWBX (11.87).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD6.0566.58192%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.6M35.6M100%
Annual Yield % from dividends0.061.076%
Returns for 1 year6.317.3586%
Returns for 3 years18.1520.9587%
Returns for 5 years11.8716.7171%
Returns for 10 years25.0635.1471%
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