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NAAGX vs SMALX
NAAGX vs SMALX Comparison
Open Charts NAAGX vs SMALX
Nuveen MA Municipal Bond C
Price$8.92
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets463.03M
Western Asset Massachusetts Muni C
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
NAAGX vs SMALX Comparison Chart
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NAAGX vs. SMALX 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 NAAGX is a Hold and SMALX is a Hold.
FUNDAMENTALS
Fundamentals
NAAGX has more cash in the bank: 463M vs. SMALX (36.4M). NAAGX pays higher dividends than SMALX: NAAGX (2.43) vs SMALX (2.11). NAAGX was incepted earlier than SMALX: NAAGX (11 years) vs SMALX (31 years). NAAGX (1.59) and SMALX (1.58) have similar cost to investors . NAAGX is a more actively managed with annual turnover of: 31.00 vs. SMALX (12.00). SMALX has a lower initial minimum investment than NAAGX: SMALX (1000) vs NAAGX (2500). NAAGX annual gain was more profitable for investors over the last year : -0.17 vs. SMALX (-0.35). SMALX return over 5 years is better than : -1.34 vs. NAAGX (-1.90).
| NAAGX | SMALX | NAAGX / SMALX | |
| Total Expense Ratio | 1.59 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.59 | 1.58 | 101% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | -2.035 | -2.371 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 36.4M | 1,272% |
| Annual Yield % from dividends | 2.43 | 2.11 | 115% |
| Returns for 1 year | -0.17 | -0.35 | 50% |
| Returns for 3 years | 1.20 | 2.30 | 52% |
| Returns for 5 years | -1.90 | -1.34 | 142% |
| Returns for 10 years | 1.13 | 3.91 | 29% |
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