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MSODX vs SHRSX
MSODX vs SHRSX Comparison
Open Charts MSODX vs SHRSX
NYLI MacKay California Muni Class R6
Price$9.34
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.23B
Western Asset California Municipals IS
Price$13.53
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets209.6M
MSODX vs SHRSX Comparison Chart
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MSODX vs. SHRSX commentary
Jun 06, 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 SHRSX is a Hold.
FUNDAMENTALS
Fundamentals
MSODX has more cash in the bank: 1.23B vs. SHRSX (210M). MSODX pays higher dividends than SHRSX: MSODX (3.89) vs SHRSX (3.38). MSODX was incepted earlier than SHRSX: MSODX (6 years) vs SHRSX (6 years). SHRSX (0.54) is less costly to investors than MSODX (0.48). MSODX is a more actively managed with annual turnover of: 40.00 vs. SHRSX (27.00). MSODX has a lower initial minimum investment than SHRSX: MSODX (0) vs SHRSX (1000000). SHRSX annual gain was more profitable for investors over the last year : 0.08 vs. MSODX (-0.13). MSODX return over 5 years is better than : 1.93 vs. SHRSX (-0.63).
| MSODX | SHRSX | MSODX / SHRSX | |
| Total Expense Ratio | 0.48 | 0.52 | 92% |
| Annual Report Gross Expense Ratio | 0.48 | 0.54 | 89% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -2.417 | -1.925 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 210M | 587% |
| Annual Yield % from dividends | 3.89 | 3.38 | 115% |
| Returns for 1 year | -0.13 | 0.08 | -164% |
| Returns for 3 years | 5.66 | 4.04 | 140% |
| Returns for 5 years | 1.93 | -0.63 | -308% |
| Returns for 10 years | N/A | N/A | - |
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