MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
MNWTX
Price
$13.25
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
38.56M
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MNWIX vs MNWTX

Header iconMNWIX vs MNWTX Comparison
Open Charts MNWIX vs MNWTXBanner chart's image
MFS Managed Wealth I
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
MFS Managed Wealth R3
Price$13.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets38.56M
MNWIX vs MNWTX Comparison Chart in %
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MNWIX vs. MNWTX 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 MNWTX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (38.6M) and MNWTX (38.6M) have equal amount of cash in the bank . MNWIX pays higher dividends than MNWTX: MNWIX (1.07) vs MNWTX (0.89). MNWIX was incepted earlier than MNWTX: MNWIX (11 years) vs MNWTX (11 years). MNWTX (1.79) is less costly to investors than MNWIX (1.54). MNWIX (6.00) and MNWTX (6.00) have comparable annual turnover. MNWIX (0) and MNWTX (0) have matching initial minimum investment requirements. MNWIX (8.02) and MNWTX (7.68) have marching annual gain over last year. MNWIX (16.65) and MNWTX (15.96) have equivalent 5 years return.
MNWIXMNWTXMNWIX / MNWTX
Total Expense Ratio1.181.4383%
Annual Report Gross Expense Ratio1.541.7986%
Fund Existence11 years11 years-
Gain YTD6.9826.769103%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M38.6M100%
Annual Yield % from dividends1.070.89120%
Returns for 1 year8.027.68104%
Returns for 3 years20.9720.83101%
Returns for 5 years16.6515.96104%
Returns for 10 years34.5934.10101%
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