MNWBX
Price
$12.64
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
38.56M
MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
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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$12.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets38.56M
MFS Managed Wealth I
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Jul 28, 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 (38.6M) and MNWIX (38.6M) 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 : 8.02 vs. MNWBX (6.83). MNWIX return over 5 years is better than : 16.65 vs. MNWBX (11.74).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD6.3086.98290%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M38.6M100%
Annual Yield % from dividends0.061.076%
Returns for 1 year6.838.0285%
Returns for 3 years18.1020.9786%
Returns for 5 years11.7416.6571%
Returns for 10 years24.3734.5970%
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