MNWIX
Price
$13.26
Change
+$0.02 (+0.15%)
Updated
Oct 17 closing price
Net Assets
37.17M
OTTRX
Price
$11.40
Change
+$0.01 (+0.09%)
Updated
Oct 17 closing price
Net Assets
23.6M
Interact to see
Advertisement

MNWIX vs OTTRX

Header iconMNWIX vs OTTRX Comparison
Open Charts MNWIX vs OTTRXBanner chart's image
MFS Managed Wealth I
Price$13.26
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets37.17M
Otter Creek Long/Short Opportunity Instl
Price$11.40
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets23.6M
MNWIX vs OTTRX Comparison Chart in %
View a ticker or compare two or three
VS
MNWIX vs. OTTRX commentary
Oct 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 OTTRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MNWIX has more cash in the bank: 37.2M vs. OTTRX (23.6M). MNWIX pays higher dividends than OTTRX: MNWIX (1.06) vs OTTRX (0.81). MNWIX was incepted earlier than OTTRX: MNWIX (11 years) vs OTTRX (12 years). OTTRX (2.25) is less costly to investors than MNWIX (1.66). 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 : 4.52 vs. OTTRX (-26.05). MNWIX return over 5 years is better than : 16.23 vs. OTTRX (-4.21).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.142.0755%
Annual Report Gross Expense Ratio1.662.2574%
Fund Existence11 years12 years-
Gain YTD6.421-23.109-28%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets37.2M23.6M158%
Annual Yield % from dividends1.060.81130%
Returns for 1 year4.52-26.05-17%
Returns for 3 years20.98-10.42-201%
Returns for 5 years16.23-4.21-386%
Returns for 10 years36.143.521,027%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MLP16.130.29
+1.83%
Maui Land & Pineapple Co
SSD174.312.60
+1.51%
Simpson Manufacturing Co
AVGO349.33-4.82
-1.36%
Broadcom Inc.
XPRO12.44-0.21
-1.66%
Expro Group Holdings NV
TPCS4.81-0.19
-3.82%
TechPrecision Corp