Interact to see
Advertisement
Advertisement
FOFQX vs MWVIX
FOFQX vs MWVIX Comparison
Open Charts FOFQX vs MWVIX
Franklin OR Tax Free Income A
Price$10.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets797.68M
MFS WV Municipal Bond I
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets85.5M
FOFQX vs MWVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOFQX vs. MWVIX commentary
Jun 21, 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 MWVIX is a Hold.
FUNDAMENTALS
Fundamentals
FOFQX has more cash in the bank: 798M vs. MWVIX (85.5M). MWVIX pays higher dividends than FOFQX: MWVIX (3.41) vs FOFQX (3.24). FOFQX was incepted earlier than MWVIX: FOFQX (7 years) vs MWVIX (9 years). FOFQX (0.82) and MWVIX (0.78) have similar cost to investors . MWVIX is a more actively managed with annual turnover of: 12.00 vs. FOFQX (11.31). MWVIX has a lower initial minimum investment than FOFQX: MWVIX (0) vs FOFQX (1000). MWVIX annual gain was more profitable for investors over the last year : -0.33 vs. FOFQX (-0.74). MWVIX return over 5 years is better than : 1.99 vs. FOFQX (-5.98).
| FOFQX | MWVIX | FOFQX / MWVIX | |
| Total Expense Ratio | 0.82 | 0.62 | 132% |
| Annual Report Gross Expense Ratio | 0.82 | 0.78 | 105% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -2.113 | -2.012 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 85.5M | 933% |
| Annual Yield % from dividends | 3.24 | 3.41 | 95% |
| Returns for 1 year | -0.74 | -0.33 | 221% |
| Returns for 3 years | 4.32 | 7.40 | 58% |
| Returns for 5 years | -5.98 | 1.99 | -301% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BSGIX | 15.84 | N/A | N/A |
| Baird Small/Mid Cap Growth Institutional | |||
| VIKSX | 10.89 | N/A | N/A |
| Virtus KAR Small-Mid Cap Growth I | |||
| SSGSX | 42.57 | N/A | N/A |
| Victory Sycamore Small Company Opp A | |||
| JSCHX | 31.31 | N/A | N/A |
| JPMorgan Small Cap Blend R6 | |||
| TBWCX | 19.47 | -0.14 | -0.71% |
| Thornburg Better World International C | |||