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MBPAX vs OPATX
MBPAX vs OPATX Comparison
Open Charts MBPAX vs OPATX
MFS PA Municipal Bond B
Price$9.28
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets165.72M
Invesco Pennsylvania Municipal A
Price$9.80
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets694.06M
MBPAX vs OPATX Comparison Chart
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MBPAX vs. OPATX commentary
Jun 17, 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 MBPAX is a Hold and OPATX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 694M vs. MBPAX (166M). OPATX pays higher dividends than MBPAX: OPATX (4.18) vs MBPAX (2.64). MBPAX was incepted earlier than OPATX: MBPAX (32 years) vs OPATX (36 years). MBPAX (1.70) is less costly to investors than OPATX (0.95). OPATX is a more actively managed with annual turnover of: 28.00 vs. MBPAX (19.00). MBPAX (1000) and OPATX (1000) have matching initial minimum investment requirements. MBPAX annual gain was more profitable for investors over the last year : -0.51 vs. OPATX (-0.85). OPATX return over 5 years is better than : 4.72 vs. MBPAX (-1.12).
| MBPAX | OPATX | MBPAX / OPATX | |
| Total Expense Ratio | 1.44 | 0.95 | 152% |
| Annual Report Gross Expense Ratio | 1.70 | 0.95 | 179% |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | -2.173 | -3.209 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 694M | 24% |
| Annual Yield % from dividends | 2.64 | 4.18 | 63% |
| Returns for 1 year | -0.51 | -0.85 | 60% |
| Returns for 3 years | 4.54 | 6.61 | 69% |
| Returns for 5 years | -1.12 | 4.72 | -24% |
| Returns for 10 years | 9.41 | 20.30 | 46% |
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