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FOFQX vs MFSMX
FOFQX vs MFSMX Comparison
Open Charts FOFQX vs MFSMX
Franklin OR Tax Free Income A
Price$10.13
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets797.52M
MFS MD Municipal Bond A
Price$9.72
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets139.81M
FOFQX vs MFSMX Comparison Chart in %
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FOFQX vs. MFSMX commentary
Jun 24, 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 FOFQX is a Hold and MFSMX is a Hold.
FUNDAMENTALS
Fundamentals
FOFQX has more cash in the bank: 798M vs. MFSMX (140M). FOFQX (3.24) and MFSMX (3.21) have matching dividends . FOFQX was incepted earlier than MFSMX: FOFQX (7 years) vs MFSMX (41 years). MFSMX (0.99) is less costly to investors than FOFQX (0.82). FOFQX is a more actively managed with annual turnover of: 11.31 vs. MFSMX (9.00). MFSMX initial investment is less costly to investors than FOFQX (4%) vs FOFQX (4%). FOFQX (1000) and MFSMX (1000) have matching initial minimum investment requirements. MFSMX annual gain was more profitable for investors over the last year : -0.42 vs. FOFQX (-0.74). MFSMX return over 5 years is better than : 2.39 vs. FOFQX (-5.98).
| FOFQX | MFSMX | FOFQX / MFSMX | |
| Total Expense Ratio | 0.82 | 0.83 | 99% |
| Annual Report Gross Expense Ratio | 0.82 | 0.99 | 83% |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | -2.113 | -1.799 | 117% |
| Front Load | 4% | 4% | 88% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 140M | 570% |
| Annual Yield % from dividends | 3.24 | 3.21 | 101% |
| Returns for 1 year | -0.74 | -0.42 | 175% |
| Returns for 3 years | 3.53 | 6.52 | 54% |
| Returns for 5 years | -5.98 | 2.39 | -250% |
| Returns for 10 years | N/A | 13.25 | - |
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