MNWIX
Price
$13.30
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
38.2M
OTTRX
Price
$14.20
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
110.68M
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$13.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets38.2M
Otter Creek Long/Short Opportunity Instl
Price$14.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets110.68M
MNWIX vs OTTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MNWIX vs. OTTRX commentary
Aug 17, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OTTRX has more cash in the bank: 111M vs. MNWIX (38.2M). 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 : 6.49 vs. OTTRX (-1.91). OTTRX return over 5 years is better than : 19.84 vs. MNWIX (17.08).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years12 years-
Gain YTD6.742-4.184-161%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets38.2M111M34%
Annual Yield % from dividends1.070.83129%
Returns for 1 year6.49-1.91-340%
Returns for 3 years19.428.84220%
Returns for 5 years17.0819.8486%
Returns for 10 years34.2932.37106%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HGOYX82.270.06
+0.07%
Hartford Growth Opportunities Y
CVGCX15.400.01
+0.06%
Calamos Growth C
FEREX11.96N/A
N/A
First Eagle Global Real Assets I
DPLGX29.07-0.01
-0.03%
Jackson Square Large-Cap Growth IS
SSBIX13.82-0.03
-0.22%
State Street Balanced Index K