MNWIX
Price
$13.28
Change
+$0.05 (+0.38%)
Updated
Sep 26 closing price
Net Assets
37.14M
OTTRX
Price
$14.48
Change
+$0.07 (+0.49%)
Updated
Sep 26 closing price
Net Assets
112.02M
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MNWIX vs OTTRX

Header iconMNWIX vs OTTRX Comparison
Open Charts MNWIX vs OTTRXBanner chart's image
MFS Managed Wealth I
Price$13.28
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets37.14M
Otter Creek Long/Short Opportunity Instl
Price$14.48
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets112.02M
MNWIX vs OTTRX Comparison Chart in %
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MNWIX vs. OTTRX commentary
Sep 28, 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 OTTRX is a Hold.

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FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 112M vs. MNWIX (37.1M). MNWIX pays higher dividends than OTTRX: MNWIX (1.06) vs OTTRX (0.82). MNWIX was incepted earlier than OTTRX: MNWIX (11 years) vs OTTRX (12 years). OTTRX (2.25) is less costly to investors than MNWIX (1.54). OTTRX is a more actively managed with annual turnover of: 237.00 vs. MNWIX (11.00). MNWIX has a lower initial minimum investment than OTTRX: MNWIX (0) vs OTTRX (2500). MNWIX annual gain was more profitable for investors over the last year : 4.92 vs. OTTRX (-3.48). OTTRX return over 5 years is better than : 24.76 vs. MNWIX (16.91).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years12 years-
Gain YTD6.581-2.294-287%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.1M112M33%
Annual Yield % from dividends1.060.82129%
Returns for 1 year4.92-3.48-141%
Returns for 3 years22.2615.32145%
Returns for 5 years16.9124.7668%
Returns for 10 years39.4036.16109%
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