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LHMIX vs NAAGX
LHMIX vs NAAGX Comparison
Open Charts LHMIX vs NAAGX
Western Asset Massachusetts Muni I
Price$11.06
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.33M
Nuveen MA Municipal Bond C
Price$8.91
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets438.51M
LHMIX vs NAAGX Comparison Chart
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LHMIX vs. NAAGX commentary
May 15, 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 LHMIX is a Hold and NAAGX is a Hold.
FUNDAMENTALS
Fundamentals
NAAGX has more cash in the bank: 439M vs. LHMIX (36.3M). LHMIX pays higher dividends than NAAGX: LHMIX (2.88) vs NAAGX (2.43). LHMIX was incepted earlier than NAAGX: LHMIX (17 years) vs NAAGX (11 years). NAAGX (1.59) is less costly to investors than LHMIX (0.91). NAAGX is a more actively managed with annual turnover of: 31.00 vs. LHMIX (12.00). NAAGX has a lower initial minimum investment than LHMIX: NAAGX (2500) vs LHMIX (1000000). LHMIX annual gain was more profitable for investors over the last year : -0.75 vs. NAAGX (-0.82). LHMIX return over 5 years is better than : 0.89 vs. NAAGX (-2.98).
| LHMIX | NAAGX | LHMIX / NAAGX | |
| Total Expense Ratio | 0.55 | 1.59 | 35% |
| Annual Report Gross Expense Ratio | 0.91 | 1.59 | 57% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -2.394 | -2.035 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 439M | 8% |
| Annual Yield % from dividends | 2.88 | 2.43 | 118% |
| Returns for 1 year | -0.75 | -0.82 | 91% |
| Returns for 3 years | 6.06 | 2.84 | 213% |
| Returns for 5 years | 0.89 | -2.98 | -30% |
| Returns for 10 years | 10.64 | 1.53 | 695% |
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