MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
MNWRX
Price
$12.59
Change
+$0.04 (+0.32%)
Updated
Jul 3 closing price
Net Assets
35.6M
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$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
MFS Managed Wealth R1
Price$12.59
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets35.6M
MNWIX vs MNWRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MNWIX vs. MNWRX 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 MNWIX is a Hold and MNWRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MNWIX (35.6M) and MNWRX (35.6M) 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 : 7.35 vs. MNWRX (6.37). MNWIX return over 5 years is better than : 16.71 vs. MNWRX (11.83).
MNWIXMNWRXMNWIX / MNWRX
Total Expense Ratio1.182.1854%
Annual Report Gross Expense Ratio1.542.5461%
Fund Existence11 years11 years-
Gain YTD6.5816.066108%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets35.6M35.6M100%
Annual Yield % from dividends1.070.27398%
Returns for 1 year7.356.37116%
Returns for 3 years20.9518.22115%
Returns for 5 years16.7111.83141%
Returns for 10 years35.1425.13140%
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 %
DGRE27.930.21
+0.76%
WisdomTree Emerging Mkts Qual Div Gr ETF
IGPT49.190.27
+0.55%
Invesco AI and Next Gen Software ETF
GYLD13.230.06
+0.48%
Arrow Dow Jones Global Yield ETF
KNOV25.82N/A
N/A
Innovator U.S. Small Cp Pwr Buf ETF -Nov
IXJ86.31-0.18
-0.21%
iShares Global Healthcare ETF