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MSODX vs SGTIX
MSODX vs SGTIX Comparison
Open Charts MSODX vs SGTIX
NYLI MacKay California Muni Class R6
Price$9.56
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.3B
Allspring California Tax-Free Inst
Price$10.42
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets549.3M
MSODX vs SGTIX Comparison Chart in %
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MSODX vs. SGTIX commentary
Sep 21, 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 MSODX is a Hold and SGTIX is a Hold.
FUNDAMENTALS
Fundamentals
MSODX has more cash in the bank: 1.3B vs. SGTIX (549M). MSODX (3.84) and SGTIX (3.74) have matching dividends . MSODX was incepted earlier than SGTIX: MSODX (6 years) vs SGTIX (11 years). SGTIX (0.51) is less costly to investors than MSODX (0.48). MSODX is a more actively managed with annual turnover of: 40.00 vs. SGTIX (26.00). MSODX has a lower initial minimum investment than SGTIX: MSODX (0) vs SGTIX (1000000). MSODX annual gain was more profitable for investors over the last year : 0.56 vs. SGTIX (0.35). MSODX return over 5 years is better than : 3.56 vs. SGTIX (-0.25).
| MSODX | SGTIX | MSODX / SGTIX | |
| Total Expense Ratio | 0.48 | 0.48 | 100% |
| Annual Report Gross Expense Ratio | 0.48 | 0.51 | 94% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 0.832 | 0.753 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 549M | 237% |
| Annual Yield % from dividends | 3.84 | 3.74 | 103% |
| Returns for 1 year | 0.56 | 0.35 | 163% |
| Returns for 3 years | 14.53 | 10.15 | 143% |
| Returns for 5 years | 3.56 | -0.25 | -1,425% |
| Returns for 10 years | N/A | 10.33 | - |
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