MNWIX
Price
$13.26
Change
+$0.02 (+0.15%)
Updated
Oct 17 closing price
Net Assets
37.17M
OTCRX
Price
$11.17
Change
-$0.00 (-0.00%)
Updated
Oct 17 closing price
Net Assets
23.6M
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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$13.26
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets37.17M
Otter Creek Long/Short Opportunity I
Price$11.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.6M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Oct 19, 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
MNWIX has more cash in the bank: 37.2M vs. OTCRX (23.6M). MNWIX pays higher dividends than OTCRX: MNWIX (1.06) vs OTCRX (0.58). MNWIX was incepted earlier than OTCRX: MNWIX (11 years) vs OTCRX (12 years). OTCRX (2.49) is less costly to investors than MNWIX (1.66). 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 : 4.52 vs. OTCRX (-26.45). MNWIX return over 5 years is better than : 16.23 vs. OTCRX (-5.74).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.142.3249%
Annual Report Gross Expense Ratio1.662.4967%
Fund Existence11 years12 years-
Gain YTD6.421-23.452-27%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.2M23.6M158%
Annual Yield % from dividends1.060.58182%
Returns for 1 year4.52-26.45-17%
Returns for 3 years20.98-11.30-186%
Returns for 5 years16.23-5.74-283%
Returns for 10 years36.140.754,798%
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