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MFSSX vs SLMMX
MFSSX vs SLMMX Comparison
Open Charts MFSSX vs SLMMX
MFS MA Municipal Bond A
Price$9.92
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets379.81M
Western Asset Massachusetts Muni A
Price$11.08
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
MFSSX vs SLMMX Comparison Chart
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MFSSX vs. SLMMX commentary
May 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 SLMMX is a Hold.
FUNDAMENTALS
Fundamentals
MFSSX has more cash in the bank: 380M vs. SLMMX (36.4M). MFSSX pays higher dividends than SLMMX: MFSSX (3.15) vs SLMMX (2.67). MFSSX was incepted earlier than SLMMX: MFSSX (40 years) vs SLMMX (37 years). SLMMX (1.03) is less costly to investors than MFSSX (0.87). MFSSX is a more actively managed with annual turnover of: 17.00 vs. SLMMX (12.00). MFSSX initial investment is less costly to investors than SLMMX (4%) vs SLMMX (4%). MFSSX (1000) and SLMMX (1000) have matching initial minimum investment requirements. MFSSX annual gain was more profitable for investors over the last year : 1.29 vs. SLMMX (-0.15). MFSSX return over 5 years is better than : 5.55 vs. SLMMX (0.85).
| MFSSX | SLMMX | MFSSX / SLMMX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 0.87 | 1.03 | 84% |
| Fund Existence | 40 years | 37 years | - |
| Gain YTD | -1.542 | -2.195 | 70% |
| Front Load | 4% | 4% | 113% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 36.4M | 1,044% |
| Annual Yield % from dividends | 3.15 | 2.67 | 118% |
| Returns for 1 year | 1.29 | -0.15 | -833% |
| Returns for 3 years | 6.00 | 4.46 | 135% |
| Returns for 5 years | 5.55 | 0.85 | 656% |
| Returns for 10 years | 12.15 | 8.98 | 135% |