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MCAVX vs MSODX
MCAVX vs MSODX Comparison
Open Charts MCAVX vs MSODX
MFS CA Municipal Bond I
Price$8.61
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets680.26M
NYLI MacKay California Muni Class R6
Price$9.30
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets1.24B
MCAVX vs MSODX Comparison Chart in %
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MCAVX vs. MSODX commentary
Aug 02, 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 MCAVX is a Hold and MSODX is a Hold.
FUNDAMENTALS
Fundamentals
MSODX has more cash in the bank: 1.24B vs. MCAVX (680M). MSODX (3.87) and MCAVX (3.71) have matching dividends . MCAVX was incepted earlier than MSODX: MCAVX (9 years) vs MSODX (6 years). MCAVX (0.61) is less costly to investors than MSODX (0.48). MSODX is a more actively managed with annual turnover of: 40.00 vs. MCAVX (10.00). MCAVX (0) and MSODX (0) have matching initial minimum investment requirements. MSODX annual gain was more profitable for investors over the last year : -1.68 vs. MCAVX (-2.80). MSODX return over 5 years is better than : -0.71 vs. MCAVX (-1.10).
| MCAVX | MSODX | MCAVX / MSODX | |
| Total Expense Ratio | 0.60 | 0.48 | 125% |
| Annual Report Gross Expense Ratio | 0.61 | 0.48 | 127% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.473 | -2.527 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 680M | 1.24B | 55% |
| Annual Yield % from dividends | 3.71 | 3.87 | 96% |
| Returns for 1 year | -2.80 | -1.68 | 167% |
| Returns for 3 years | 2.18 | 4.97 | 44% |
| Returns for 5 years | -1.10 | -0.71 | 155% |
| Returns for 10 years | N/A | N/A | - |
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