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MFSSX vs SQMAX
MFSSX vs SQMAX Comparison
Open Charts MFSSX vs SQMAX
MFS MA Municipal Bond A
Price$9.82
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets379.41M
DWS Massachusetts Tax Free A
Price$12.71
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets195.23M
MFSSX vs SQMAX Comparison Chart
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MFSSX vs. SQMAX 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 SQMAX is a Hold.
FUNDAMENTALS
Fundamentals
MFSSX has more cash in the bank: 379M vs. SQMAX (195M). MFSSX pays higher dividends than SQMAX: MFSSX (3.19) vs SQMAX (2.79). MFSSX was incepted earlier than SQMAX: MFSSX (40 years) vs SQMAX (24 years). SQMAX (0.92) is less costly to investors than MFSSX (0.87). SQMAX is a more actively managed with annual turnover of: 52.00 vs. MFSSX (17.00). MFSSX initial investment is less costly to investors than SQMAX (3%) vs SQMAX (3%). MFSSX (1000) and SQMAX (1000) have matching initial minimum investment requirements. MFSSX annual gain was more profitable for investors over the last year : -0.11 vs. SQMAX (-0.31). MFSSX return over 5 years is better than : 1.88 vs. SQMAX (-1.81).
| MFSSX | SQMAX | MFSSX / SQMAX | |
| Total Expense Ratio | 0.82 | 0.85 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.92 | 95% |
| Fund Existence | 40 years | 24 years | - |
| Gain YTD | -2.164 | -1.992 | 109% |
| Front Load | 4% | 3% | 155% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 195M | 194% |
| Annual Yield % from dividends | 3.19 | 2.79 | 114% |
| Returns for 1 year | -0.11 | -0.31 | 36% |
| Returns for 3 years | 3.41 | 2.64 | 129% |
| Returns for 5 years | 1.88 | -1.81 | -104% |
| Returns for 10 years | 12.34 | 13.80 | 89% |
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