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MFSSX vs NBMAX
MFSSX vs NBMAX Comparison
Open Charts MFSSX vs NBMAX
MFS MA Municipal Bond A
Price$9.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets379.41M
Nuveen MA Municipal Bond I
Price$8.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets384.33M
MFSSX vs NBMAX Comparison Chart
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MFSSX vs. NBMAX commentary
Jun 07, 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 MFSSX is a Hold and NBMAX is a Hold.
FUNDAMENTALS
Fundamentals
NBMAX (384M) and MFSSX (379M) have equal amount of cash in the bank . NBMAX pays higher dividends than MFSSX: NBMAX (3.54) vs MFSSX (3.19). MFSSX was incepted earlier than NBMAX: MFSSX (40 years) vs NBMAX (38 years). MFSSX (0.87) is less costly to investors than NBMAX (0.59). NBMAX is a more actively managed with annual turnover of: 31.00 vs. MFSSX (17.00). MFSSX has a lower initial minimum investment than NBMAX: MFSSX (1000) vs NBMAX (100000). MFSSX annual gain was more profitable for investors over the last year : 0.29 vs. NBMAX (-0.20). MFSSX return over 5 years is better than : 1.88 vs. NBMAX (-0.32).
| MFSSX | NBMAX | MFSSX / NBMAX | |
| Total Expense Ratio | 0.82 | 0.59 | 139% |
| Annual Report Gross Expense Ratio | 0.87 | 0.59 | 147% |
| Fund Existence | 40 years | 38 years | - |
| Gain YTD | -2.164 | -2.246 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 384M | 99% |
| Annual Yield % from dividends | 3.19 | 3.54 | 90% |
| Returns for 1 year | 0.29 | -0.20 | -140% |
| Returns for 3 years | 3.41 | 2.29 | 149% |
| Returns for 5 years | 1.88 | -0.32 | -594% |
| Returns for 10 years | 12.34 | 9.26 | 133% |
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