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MTALX vs NBMAX
MTALX vs NBMAX Comparison
Open Charts MTALX vs NBMAX
MFS MA Municipal Bond I
Price$8.69
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets379.81M
Nuveen MA Municipal Bond I
Price$9.00
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets463.03M
MTALX vs NBMAX Comparison Chart
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MTALX vs. NBMAX 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 MTALX is a Hold and NBMAX is a Hold.
FUNDAMENTALS
Fundamentals
NBMAX has more cash in the bank: 463M vs. MTALX (380M). NBMAX (3.48) and MTALX (3.40) have matching dividends . MTALX was incepted earlier than NBMAX: MTALX (9 years) vs NBMAX (38 years). MTALX (0.62) and NBMAX (0.59) have similar cost to investors . NBMAX is a more actively managed with annual turnover of: 31.00 vs. MTALX (17.00). MTALX has a lower initial minimum investment than NBMAX: MTALX (0) vs NBMAX (100000). MTALX annual gain was more profitable for investors over the last year : 1.85 vs. NBMAX (0.98). MTALX return over 5 years is better than : 7.02 vs. NBMAX (3.21).
| MTALX | NBMAX | MTALX / NBMAX | |
| Total Expense Ratio | 0.57 | 0.59 | 97% |
| Annual Report Gross Expense Ratio | 0.62 | 0.59 | 105% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | -1.490 | -1.673 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 463M | 82% |
| Annual Yield % from dividends | 3.40 | 3.48 | 98% |
| Returns for 1 year | 1.85 | 0.98 | 189% |
| Returns for 3 years | 6.12 | 4.38 | 140% |
| Returns for 5 years | 7.02 | 3.21 | 218% |
| Returns for 10 years | N/A | 9.03 | - |