MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
MNWRX
Price
$12.62
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
38.56M
Interact to see
Advertisement

MNWIX vs MNWRX

Header iconMNWIX vs MNWRX Comparison
Open Charts MNWIX vs MNWRXBanner chart's image
MFS Managed Wealth I
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
MFS Managed Wealth R1
Price$12.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets38.56M
MNWIX vs MNWRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MNWIX vs. MNWRX 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 MNWIX is a Hold and MNWRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MNWIX (38.6M) and MNWRX (38.6M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWRX: MNWIX (1.07) vs MNWRX (0.27). MNWIX was incepted earlier than MNWRX: MNWIX (11 years) vs MNWRX (11 years). MNWRX (2.54) is less costly to investors than MNWIX (1.54). MNWIX (6.00) and MNWRX (6.00) have comparable annual turnover. MNWIX (0) and MNWRX (0) have matching initial minimum investment requirements. MNWIX annual gain was more profitable for investors over the last year : 8.02 vs. MNWRX (6.89). MNWIX return over 5 years is better than : 16.65 vs. MNWRX (11.70).
MNWIXMNWRXMNWIX / MNWRX
Total Expense Ratio1.182.1854%
Annual Report Gross Expense Ratio1.542.5461%
Fund Existence11 years11 years-
Gain YTD6.9826.318111%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M38.6M100%
Annual Yield % from dividends1.070.27398%
Returns for 1 year8.026.89116%
Returns for 3 years20.9718.17115%
Returns for 5 years16.6511.70142%
Returns for 10 years34.5924.44142%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DIVO43.240.12
+0.28%
Amplify CWP Enhanced Dividend Income ETF
IIGD24.590.03
+0.12%
Invesco Investment Grade Defensive ETF
BEEX24.55N/A
N/A
BeeHive ETF
RLY29.83-0.02
-0.07%
SPDR® SSgA Multi-Asset Real Return ETF
GCC20.30-0.18
-0.87%
WisdomTree Enhanced Commodity Stgy Fd