MNWIX
Price
$13.27
Change
+$0.04 (+0.30%)
Updated
Sep 4 closing price
Net Assets
37.74M
MNWZX
Price
$13.24
Change
-$0.03 (-0.23%)
Updated
Sep 5 closing price
Net Assets
37.74M
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MNWIX vs MNWZX

Header iconMNWIX vs MNWZX Comparison
Open Charts MNWIX vs MNWZXBanner chart's image
MFS Managed Wealth I
Price$13.27
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets37.74M
MFS Managed Wealth R6
Price$13.24
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets37.74M
MNWIX vs MNWZX Comparison Chart in %
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MNWIX vs. MNWZX 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 MNWIX is a Hold and MNWZX is a Hold.

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FUNDAMENTALS
Fundamentals
MNWIX (37.7M) and MNWZX (37.7M) have equal amount of cash in the bank . MNWZX pays higher dividends than MNWIX: MNWZX (1.16) vs MNWIX (1.06). MNWIX was incepted earlier than MNWZX: MNWIX (11 years) vs MNWZX (8 years). MNWIX (1.54) and MNWZX (1.47) have similar cost to investors . MNWIX (11.00) and MNWZX (11.00) have comparable annual turnover. MNWIX (0) and MNWZX (0) have matching initial minimum investment requirements. MNWZX (5.70) and MNWIX (5.60) have marching annual gain over last year. MNWZX (16.97) and MNWIX (16.56) have equivalent 5 years return.
MNWIXMNWZXMNWIX / MNWZX
Total Expense Ratio1.181.15103%
Annual Report Gross Expense Ratio1.541.47105%
Fund Existence11 years8 years-
Gain YTD6.2606.34599%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets37.7M37.7M100%
Annual Yield % from dividends1.061.1692%
Returns for 1 year5.605.7098%
Returns for 3 years20.2620.4799%
Returns for 5 years16.5616.9798%
Returns for 10 years36.62N/A-
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