MNWIX
Price
$13.23
Change
-$0.04 (-0.30%)
Updated
Sep 25 closing price
Net Assets
37.16M
OTCRX
Price
$14.17
Change
-$0.06 (-0.42%)
Updated
Sep 25 closing price
Net Assets
112.48M
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MNWIX vs OTCRX

Header iconMNWIX vs OTCRX Comparison
Open Charts MNWIX vs OTCRXBanner chart's image
MFS Managed Wealth I
Price$13.23
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets37.16M
Otter Creek Long/Short Opportunity I
Price$14.17
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets112.48M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Sep 27, 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 OTCRX is a Hold.

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FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 112M vs. MNWIX (37.2M). MNWIX pays higher dividends than OTCRX: MNWIX (1.06) vs OTCRX (0.59). MNWIX was incepted earlier than OTCRX: MNWIX (11 years) vs OTCRX (12 years). OTCRX (2.49) is less costly to investors than MNWIX (1.54). OTCRX is a more actively managed with annual turnover of: 237.00 vs. MNWIX (11.00). MNWIX has a lower initial minimum investment than OTCRX: MNWIX (0) vs OTCRX (2500). MNWIX annual gain was more profitable for investors over the last year : 4.53 vs. OTCRX (-3.76). OTCRX return over 5 years is better than : 23.23 vs. MNWIX (16.47).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.180-2.467-250%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.2M112M33%
Annual Yield % from dividends1.060.59180%
Returns for 1 year4.53-3.76-120%
Returns for 3 years21.8014.42151%
Returns for 5 years16.4723.2371%
Returns for 10 years38.8732.90118%
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