Interact to see
Advertisement
Advertisement
FOFQX vs MFSMX
FOFQX vs MFSMX Comparison
Open Charts FOFQX vs MFSMX
Franklin OR Tax Free Income A
Price$10.08
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets789.6M
MFS MD Municipal Bond A
Price$9.68
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets143.59M
FOFQX vs MFSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOFQX vs. MFSMX commentary
Aug 29, 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: 790M vs. MFSMX (144M). FOFQX (3.31) and MFSMX (3.26) have matching dividends . FOFQX was incepted earlier than MFSMX: FOFQX (7 years) vs MFSMX (41 years). MFSMX (1.01) is less costly to investors than FOFQX (0.81). 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 : -1.27 vs. FOFQX (-1.81). MFSMX return over 5 years is better than : 1.27 vs. FOFQX (-6.21).
| FOFQX | MFSMX | FOFQX / MFSMX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 0.81 | 1.01 | 80% |
| Fund Existence | 7 years | 41 years | - |
| Gain YTD | -1.947 | -1.550 | 126% |
| Front Load | 4% | 4% | 88% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 144M | 549% |
| Annual Yield % from dividends | 3.31 | 3.26 | 102% |
| Returns for 1 year | -1.81 | -1.27 | 142% |
| Returns for 3 years | 3.50 | 5.95 | 59% |
| Returns for 5 years | -6.21 | 1.27 | -489% |
| Returns for 10 years | N/A | 13.12 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers