MNWIX
Price
$13.33
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
38.56M
OTTRX
Price
$14.20
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
123.84M
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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$13.33
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets38.56M
Otter Creek Long/Short Opportunity Instl
Price$14.20
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets123.84M
MNWIX vs OTTRX Comparison Chart in %
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MNWIX vs. OTTRX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 124M vs. MNWIX (38.6M). MNWIX pays higher dividends than OTTRX: MNWIX (1.07) vs OTTRX (0.83). 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 (6.00). 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 : 8.02 vs. OTTRX (1.79). OTTRX return over 5 years is better than : 23.24 vs. MNWIX (16.65).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years12 years-
Gain YTD6.982-4.184-167%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M124M31%
Annual Yield % from dividends1.070.83129%
Returns for 1 year8.021.79448%
Returns for 3 years20.979.32225%
Returns for 5 years16.6523.2472%
Returns for 10 years34.5936.1696%
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