MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
OTCRX
Price
$13.97
Change
+$0.02 (+0.14%)
Updated
Jul 25 closing price
Net Assets
123.84M
Interact to see
Advertisement

MNWIX vs OTCRX

Header iconMNWIX vs OTCRX Comparison
Open Charts MNWIX vs OTCRXBanner chart's image
MFS Managed Wealth I
Price$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
Otter Creek Long/Short Opportunity I
Price$13.97
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets123.84M
MNWIX vs OTCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MNWIX vs. OTCRX commentary
Jul 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OTCRX has more cash in the bank: 124M vs. MNWIX (38.6M). 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 : 8.02 vs. OTCRX (1.58). OTCRX return over 5 years is better than : 21.68 vs. MNWIX (16.65).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.982-4.249-164%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M124M31%
Annual Yield % from dividends1.070.59180%
Returns for 1 year8.021.58507%
Returns for 3 years20.978.62243%
Returns for 5 years16.6521.6877%
Returns for 10 years34.5932.93105%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
STK30.990.23
+0.75%
Columbia Seligman Premium Technology Growth Fund
MFSM24.320.01
+0.06%
MFS Active Intermediate Muni Bond ETF
SJNK25.45-0.01
-0.04%
SPDR® Blmbg ST HY Bd ETF
ERTH45.05-0.03
-0.07%
Invesco MSCI Sustainable Future ETF
BCIM22.97-0.16
-0.71%
abrdn Blmb Indstl Mtls Stgy K1 Fr ETF