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MSODX vs SHRSX
MSODX vs SHRSX Comparison
Open Charts MSODX vs SHRSX
NYLI MacKay California Muni Class R6
Price$9.33
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets1.24B
Western Asset California Municipals IS
Price$13.52
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets213.24M
MSODX vs SHRSX Comparison Chart
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MSODX vs. SHRSX commentary
Apr 25, 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: 1.24B vs. SHRSX (213M). MSODX pays higher dividends than SHRSX: MSODX (3.84) vs SHRSX (3.28). MSODX was incepted earlier than SHRSX: MSODX (5 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 (4.00). 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 : 0.25 vs. MSODX (0.09). MSODX return over 5 years is better than : 4.68 vs. SHRSX (1.64).
| MSODX | SHRSX | MSODX / SHRSX | |
| Total Expense Ratio | 0.48 | 0.52 | 92% |
| Annual Report Gross Expense Ratio | 0.48 | 0.54 | 89% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -3.134 | -2.847 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 213M | 580% |
| Annual Yield % from dividends | 3.84 | 3.28 | 117% |
| Returns for 1 year | 0.09 | 0.25 | 37% |
| Returns for 3 years | 7.07 | 4.03 | 176% |
| Returns for 5 years | 4.68 | 1.64 | 285% |
| Returns for 10 years | N/A | N/A | - |
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