MNWBX
Price
$12.55
Change
-$0.03 (-0.24%)
Updated
Sep 5 closing price
Net Assets
37.74M
MNWIX
Price
$13.27
Change
+$0.04 (+0.30%)
Updated
Sep 4 closing price
Net Assets
37.74M
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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$12.55
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets37.74M
MFS Managed Wealth I
Price$13.27
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets37.74M
MNWBX vs MNWIX Comparison Chart in %
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MNWBX vs. MNWIX commentary
Sep 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 MNWBX is a Hold and MNWIX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWBX (37.7M) and MNWIX (37.7M) 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 : 5.60 vs. MNWBX (4.57). MNWIX return over 5 years is better than : 16.56 vs. MNWBX (11.63).
MNWBXMNWIXMNWBX / MNWIX
Total Expense Ratio2.181.18185%
Annual Report Gross Expense Ratio2.541.54165%
Fund Existence11 years11 years-
Gain YTD5.5516.26089%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets37.7M37.7M100%
Annual Yield % from dividends0.061.066%
Returns for 1 year4.575.6082%
Returns for 3 years17.5920.2687%
Returns for 5 years11.6316.5670%
Returns for 10 years26.3436.6272%
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