MNWIX
Price
$13.12
Change
+$0.03 (+0.23%)
Updated
Jun 16 closing price
Net Assets
34.98M
PTFAX
Price
$7.43
Change
+$0.01 (+0.13%)
Updated
Jun 16 closing price
Net Assets
425.93M
Interact to see
Advertisement

MNWIX vs PTFAX

Header iconMNWIX vs PTFAX Comparison
Open Charts MNWIX vs PTFAXBanner chart's image
MFS Managed Wealth I
Price$13.12
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets34.98M
PIMCO RAE Fundamental Advantage PLUS A
Price$7.43
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.93M
MNWIX vs PTFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MNWIX vs. PTFAX 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 PTFAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PTFAX has more cash in the bank: 426M vs. MNWIX (35M). PTFAX pays higher dividends than MNWIX: PTFAX (5.04) vs MNWIX (1.08). MNWIX was incepted earlier than PTFAX: MNWIX (11 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than MNWIX (1.54). PTFAX is a more actively managed with annual turnover of: 443.00 vs. MNWIX (6.00). MNWIX has a lower initial minimum investment than PTFAX: MNWIX (0) vs PTFAX (1000). MNWIX annual gain was more profitable for investors over the last year : 6.23 vs. PTFAX (-1.21). MNWIX return over 5 years is better than : 15.90 vs. PTFAX (6.39).
MNWIXPTFAXMNWIX / PTFAX
Total Expense Ratio1.181.7368%
Annual Report Gross Expense Ratio1.541.7389%
Fund Existence11 years17 years-
Gain YTD5.2972.499212%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets35M426M8%
Annual Yield % from dividends1.085.0422%
Returns for 1 year6.23-1.21-514%
Returns for 3 years20.46-0.40-5,088%
Returns for 5 years15.906.39249%
Returns for 10 years32.99-9.44-349%
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 %
NDGCX23.040.27
+1.19%
Neuberger Berman Dividend Growth C
LICFX17.020.12
+0.71%
Lord Abbett International Equity F
AEPGX59.380.37
+0.63%
American Funds EUPAC A
SPMQX6.18N/A
N/A
Invesco SteelPath MLP Income R5
AGGWX18.74-0.39
-2.04%
American Century Global Gold R