MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
OTCRX
Price
$13.93
Change
+$0.02 (+0.14%)
Updated
Jul 3 closing price
Net Assets
122.19M
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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$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
Otter Creek Long/Short Opportunity I
Price$13.93
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets122.19M
MNWIX vs OTCRX Comparison Chart in %
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MNWIX vs. OTCRX commentary
Jul 07, 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: 122M vs. MNWIX (35.6M). 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 : 7.35 vs. OTCRX (-1.28). OTCRX return over 5 years is better than : 24.29 vs. MNWIX (16.71).
MNWIXOTCRXMNWIX / OTCRX
Total Expense Ratio1.182.3251%
Annual Report Gross Expense Ratio1.542.4962%
Fund Existence11 years12 years-
Gain YTD6.581-4.524-145%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets35.6M122M29%
Annual Yield % from dividends1.070.59180%
Returns for 1 year7.35-1.28-575%
Returns for 3 years20.956.00349%
Returns for 5 years16.7124.2969%
Returns for 10 years35.1435.09100%
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