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LHMIX vs NBMAX
LHMIX vs NBMAX Comparison
Open Charts LHMIX vs NBMAX
Western Asset Massachusetts Muni I
Price$11.06
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.33M
Nuveen MA Municipal Bond I
Price$8.98
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets438.51M
LHMIX vs NBMAX Comparison Chart
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LHMIX vs. NBMAX 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 NBMAX is a Hold.
FUNDAMENTALS
Fundamentals
NBMAX has more cash in the bank: 439M vs. LHMIX (36.3M). NBMAX pays higher dividends than LHMIX: NBMAX (3.48) vs LHMIX (2.88). LHMIX was incepted earlier than NBMAX: LHMIX (17 years) vs NBMAX (38 years). LHMIX (0.91) is less costly to investors than NBMAX (0.59). NBMAX is a more actively managed with annual turnover of: 31.00 vs. LHMIX (12.00). NBMAX has a lower initial minimum investment than LHMIX: NBMAX (100000) vs LHMIX (1000000). NBMAX annual gain was more profitable for investors over the last year : 0.11 vs. LHMIX (-0.75). NBMAX return over 5 years is better than : 1.97 vs. LHMIX (0.89).
| LHMIX | NBMAX | LHMIX / NBMAX | |
| Total Expense Ratio | 0.55 | 0.59 | 93% |
| Annual Report Gross Expense Ratio | 0.91 | 0.59 | 154% |
| Fund Existence | 17 years | 38 years | - |
| Gain YTD | -2.394 | -1.782 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 439M | 8% |
| Annual Yield % from dividends | 2.88 | 3.48 | 83% |
| Returns for 1 year | -0.75 | 0.11 | -681% |
| Returns for 3 years | 6.06 | 5.94 | 102% |
| Returns for 5 years | 0.89 | 1.97 | 45% |
| Returns for 10 years | 10.64 | 9.23 | 115% |
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