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MFSSX vs SMALX
MFSSX vs SMALX Comparison
Open Charts MFSSX vs SMALX
MFS MA Municipal Bond A
Price$9.93
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets379.81M
Western Asset Massachusetts Muni C
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
MFSSX vs SMALX Comparison Chart
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MFSSX vs. SMALX commentary
May 05, 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 SMALX is a Hold.
FUNDAMENTALS
Fundamentals
MFSSX has more cash in the bank: 380M vs. SMALX (36.4M). MFSSX pays higher dividends than SMALX: MFSSX (3.15) vs SMALX (2.11). MFSSX was incepted earlier than SMALX: MFSSX (40 years) vs SMALX (31 years). SMALX (1.58) is less costly to investors than MFSSX (0.87). MFSSX is a more actively managed with annual turnover of: 17.00 vs. SMALX (12.00). MFSSX (1000) and SMALX (1000) have matching initial minimum investment requirements. MFSSX annual gain was more profitable for investors over the last year : 1.59 vs. SMALX (-0.35). MFSSX return over 5 years is better than : 5.75 vs. SMALX (-1.34).
| MFSSX | SMALX | MFSSX / SMALX | |
| Total Expense Ratio | 0.82 | 1.30 | 63% |
| Annual Report Gross Expense Ratio | 0.87 | 1.58 | 55% |
| Fund Existence | 40 years | 31 years | - |
| Gain YTD | -1.542 | -2.371 | 65% |
| Front Load | 4% | N/A | - |
| 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 | 2.11 | 149% |
| Returns for 1 year | 1.59 | -0.35 | -453% |
| Returns for 3 years | 5.38 | 2.30 | 234% |
| Returns for 5 years | 5.75 | -1.34 | -429% |
| Returns for 10 years | 12.15 | 3.91 | 311% |
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