MNWIX
Price
$13.28
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
35.6M
PTFAX
Price
$7.53
Change
-$0.03 (-0.40%)
Updated
Jul 3 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$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets35.6M
PIMCO RAE Fundamental Advantage PLUS A
Price$7.53
Change-$0.03 (-0.40%)
VolumeN/A
Net Assets421.08M
MNWIX vs PTFAX Comparison Chart in %
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MNWIX vs. PTFAX 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 PTFAX is a Hold.

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FUNDAMENTALS
Fundamentals
PTFAX has more cash in the bank: 421M vs. MNWIX (35.6M). 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: 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 : 7.35 vs. PTFAX (0.63). MNWIX return over 5 years is better than : 16.71 vs. PTFAX (9.65).
MNWIXPTFAXMNWIX / PTFAX
Total Expense Ratio1.181.7368%
Annual Report Gross Expense Ratio1.541.7389%
Fund Existence11 years17 years-
Gain YTD6.5813.879170%
Front LoadN/A4%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets35.6M421M8%
Annual Yield % from dividends1.073.8328%
Returns for 1 year7.350.631,160%
Returns for 3 years20.954.01522%
Returns for 5 years16.719.65173%
Returns for 10 years35.14-7.96-442%
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