MNWIX
Price
$13.30
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
38.2M
OTCRX
Price
$13.96
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
110.68M
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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$13.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets38.2M
Otter Creek Long/Short Opportunity I
Price$13.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets110.68M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 111M vs. MNWIX (38.2M). MNWIX pays higher dividends than OTCRX: MNWIX (1.07) 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 (6.00). 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 : 6.49 vs. OTCRX (-2.17). OTCRX return over 5 years is better than : 18.38 vs. MNWIX (17.08).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.742-4.318-156%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets38.2M111M34%
Annual Yield % from dividends1.070.59180%
Returns for 1 year6.49-2.17-299%
Returns for 3 years19.428.05241%
Returns for 5 years17.0818.3893%
Returns for 10 years34.2929.12118%
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