MNWIX
Price
$13.28
Change
-$0.00 (-0.00%)
Updated
Sep 10 closing price
Net Assets
37.87M
MNWSX
Price
$13.05
Change
-$0.00 (-0.00%)
Updated
Sep 10 closing price
Net Assets
37.87M
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MNWIX vs MNWSX

Header iconMNWIX vs MNWSX Comparison
Open Charts MNWIX vs MNWSXBanner chart's image
MFS Managed Wealth I
Price$13.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets37.87M
MFS Managed Wealth R2
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets37.87M
MNWIX vs MNWSX Comparison Chart in %
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MNWIX vs. MNWSX commentary
Sep 11, 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 MNWSX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (37.9M) and MNWSX (37.9M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWSX: MNWIX (1.06) vs MNWSX (0.67). MNWIX was incepted earlier than MNWSX: MNWIX (11 years) vs MNWSX (11 years). MNWSX (2.04) is less costly to investors than MNWIX (1.54). MNWIX (11.00) and MNWSX (11.00) have comparable annual turnover. MNWIX (0) and MNWSX (0) have matching initial minimum investment requirements. MNWIX annual gain was more profitable for investors over the last year : 5.83 vs. MNWSX (5.31). MNWIX return over 5 years is better than : 16.51 vs. MNWSX (14.40).
MNWIXMNWSXMNWIX / MNWSX
Total Expense Ratio1.181.6870%
Annual Report Gross Expense Ratio1.542.0475%
Fund Existence11 years11 years-
Gain YTD6.5816.184106%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets37.9M37.9M100%
Annual Yield % from dividends1.060.67158%
Returns for 1 year5.835.31110%
Returns for 3 years20.0919.14105%
Returns for 5 years16.5114.40115%
Returns for 10 years37.1733.37111%
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