MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
PFATX
Price
$7.84
Change
-$0.03 (-0.38%)
Updated
Jul 3 closing price
Net Assets
421.08M
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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$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
PIMCO RAE Fundamental AdvantagePLUS Inst
Price$7.84
Change-$0.03 (-0.38%)
VolumeN/A
Net Assets421.08M
MNWIX vs PFATX Comparison Chart in %
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MNWIX vs. PFATX commentary
Jul 08, 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: 421M vs. MNWIX (35.6M). PFATX pays higher dividends than MNWIX: PFATX (3.98) vs MNWIX (1.07). 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 : 7.35 vs. PFATX (1.04). MNWIX return over 5 years is better than : 16.71 vs. PFATX (12.04).
MNWIXPFATXMNWIX / PFATX
Total Expense Ratio1.181.3389%
Annual Report Gross Expense Ratio1.541.33116%
Fund Existence11 years17 years-
Gain YTD6.5814.222156%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.6M421M8%
Annual Yield % from dividends1.073.9827%
Returns for 1 year7.351.04708%
Returns for 3 years20.955.35391%
Returns for 5 years16.7112.04139%
Returns for 10 years35.14-3.92-896%
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