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MTSPX vs SHMMX
MTSPX vs SHMMX Comparison
Open Charts MTSPX vs SHMMX
NYLI MacKay Tax Free Bond Class C2
Price$9.36
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets8.99B
Western Asset Managed Municipals A
Price$14.96
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.58B
MTSPX vs SHMMX Comparison Chart in %
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MTSPX vs. SHMMX commentary
Oct 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 MTSPX is a Hold and SHMMX is a Hold.
FUNDAMENTALS
Fundamentals
MTSPX has more cash in the bank: 8.99B vs. SHMMX (2.58B). SHMMX pays higher dividends than MTSPX: SHMMX (3.40) vs MTSPX (3.16). MTSPX was incepted earlier than SHMMX: MTSPX (5 years) vs SHMMX (45 years). MTSPX (1.18) is less costly to investors than SHMMX (0.74). MTSPX is a more actively managed with annual turnover of: 36.00 vs. SHMMX (16.00). MTSPX (1000) and SHMMX (1000) have matching initial minimum investment requirements. MTSPX annual gain was more profitable for investors over the last year : 2.26 vs. SHMMX (2.06). SHMMX return over 5 years is better than : 7.69 vs. MTSPX (2.17).
| MTSPX | SHMMX | MTSPX / SHMMX | |
| Total Expense Ratio | 1.18 | 0.74 | 159% |
| Annual Report Gross Expense Ratio | 1.18 | 0.74 | 159% |
| Fund Existence | 5 years | 45 years | - |
| Gain YTD | 2.988 | 2.705 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 2.58B | 348% |
| Annual Yield % from dividends | 3.16 | 3.40 | 93% |
| Returns for 1 year | 2.26 | 2.06 | 110% |
| Returns for 3 years | 15.40 | 17.02 | 90% |
| Returns for 5 years | 2.17 | 7.69 | 28% |
| Returns for 10 years | N/A | 20.18 | - |
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