MNWIX
Price
$13.29
Change
-$0.04 (-0.30%)
Updated
Jul 28 closing price
Net Assets
38.56M
PTFAX
Price
$7.35
Change
-$0.04 (-0.54%)
Updated
Jul 28 closing price
Net Assets
421.08M
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MNWIX vs PTFAX

Header iconMNWIX vs PTFAX Comparison
Open Charts MNWIX vs PTFAXBanner chart's image
MFS Managed Wealth I
Price$13.29
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets38.56M
PIMCO RAE Fundamental Advantage PLUS A
Price$7.35
Change-$0.04 (-0.54%)
VolumeN/A
Net Assets421.08M
MNWIX vs PTFAX Comparison Chart in %
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MNWIX vs. PTFAX commentary
Jul 30, 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.

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FUNDAMENTALS
Fundamentals
PTFAX has more cash in the bank: 421M vs. MNWIX (38.6M). PTFAX pays higher dividends than MNWIX: PTFAX (3.83) vs MNWIX (1.07). 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: 666.00 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 : 7.09 vs. PTFAX (-5.42). MNWIX return over 5 years is better than : 16.00 vs. PTFAX (6.77).
MNWIXPTFAXMNWIX / PTFAX
Total Expense Ratio1.181.7368%
Annual Report Gross Expense Ratio1.541.7389%
Fund Existence11 years17 years-
Gain YTD6.6611.396477%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets38.6M421M9%
Annual Yield % from dividends1.073.8328%
Returns for 1 year7.09-5.42-131%
Returns for 3 years19.863.03655%
Returns for 5 years16.006.77236%
Returns for 10 years33.79-8.85-382%
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