MNWIX
Price
$13.09
Change
-$0.07 (-0.53%)
Updated
Jun 13 closing price
Net Assets
34.98M
OTTRX
Price
$14.14
Change
-$0.04 (-0.28%)
Updated
Jun 13 closing price
Net Assets
124.75M
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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$13.09
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets34.98M
Otter Creek Long/Short Opportunity Instl
Price$14.14
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets124.75M
MNWIX vs OTTRX Comparison Chart
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MNWIX vs. OTTRX commentary
Jun 16, 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: 125M vs. MNWIX (35M). MNWIX pays higher dividends than OTTRX: MNWIX (1.08) vs OTTRX (0.85). MNWIX was incepted earlier than OTTRX: MNWIX (11 years) vs OTTRX (11 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 : 5.82 vs. OTTRX (-0.62). OTTRX return over 5 years is better than : 27.25 vs. MNWIX (16.13).
MNWIXOTTRXMNWIX / OTTRX
Total Expense Ratio1.182.0757%
Annual Report Gross Expense Ratio1.542.2568%
Fund Existence11 years11 years-
Gain YTD5.056-4.588-110%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets35M125M28%
Annual Yield % from dividends1.080.85127%
Returns for 1 year5.82-0.62-939%
Returns for 3 years20.187.91255%
Returns for 5 years16.1327.2559%
Returns for 10 years33.0838.0587%
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