MNWIX
Price
$13.12
Change
+$0.03 (+0.23%)
Updated
Jun 16 closing price
Net Assets
34.98M
PFATX
Price
$7.72
Change
+$0.01 (+0.13%)
Updated
Jun 16 closing price
Net Assets
425.93M
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MNWIX vs PFATX

Header iconMNWIX vs PFATX Comparison
Open Charts MNWIX vs PFATXBanner chart's image
MFS Managed Wealth I
Price$13.12
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets34.98M
PIMCO RAE Fundamental AdvantagePLUS Inst
Price$7.72
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.93M
MNWIX vs PFATX Comparison Chart in %
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MNWIX vs. PFATX commentary
Jun 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 PFATX is a Hold.

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FUNDAMENTALS
Fundamentals
PFATX has more cash in the bank: 426M vs. MNWIX (35M). PFATX pays higher dividends than MNWIX: PFATX (5.23) vs MNWIX (1.08). MNWIX was incepted earlier than PFATX: MNWIX (11 years) vs PFATX (17 years). MNWIX (1.54) is less costly to investors than PFATX (1.33). PFATX is a more actively managed with annual turnover of: 443.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than PFATX: MNWIX (0) vs PFATX (1000000). MNWIX annual gain was more profitable for investors over the last year : 6.23 vs. PFATX (-1.00). MNWIX return over 5 years is better than : 15.90 vs. PFATX (8.41).
MNWIXPFATXMNWIX / PFATX
Total Expense Ratio1.181.3389%
Annual Report Gross Expense Ratio1.541.33116%
Fund Existence11 years17 years-
Gain YTD5.2972.627202%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets35M426M8%
Annual Yield % from dividends1.085.2321%
Returns for 1 year6.23-1.00-624%
Returns for 3 years20.460.663,119%
Returns for 5 years15.908.41189%
Returns for 10 years32.99-5.93-557%
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