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NBMAX vs SMALX
NBMAX vs SMALX Comparison
Open Charts NBMAX vs SMALX
Nuveen MA Municipal Bond I
Price$9.00
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets463.03M
Western Asset Massachusetts Muni C
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
NBMAX vs SMALX Comparison Chart
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NBMAX vs. SMALX commentary
May 04, 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 NBMAX is a Hold and SMALX is a Hold.
FUNDAMENTALS
Fundamentals
NBMAX has more cash in the bank: 463M vs. SMALX (36.4M). NBMAX pays higher dividends than SMALX: NBMAX (3.48) vs SMALX (2.11). NBMAX was incepted earlier than SMALX: NBMAX (38 years) vs SMALX (31 years). SMALX (1.58) is less costly to investors than NBMAX (0.59). NBMAX is a more actively managed with annual turnover of: 31.00 vs. SMALX (12.00). SMALX has a lower initial minimum investment than NBMAX: SMALX (1000) vs NBMAX (100000). NBMAX annual gain was more profitable for investors over the last year : 1.09 vs. SMALX (-0.17). NBMAX return over 5 years is better than : 3.33 vs. SMALX (-1.16).
| NBMAX | SMALX | NBMAX / SMALX | |
| Total Expense Ratio | 0.59 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.58 | 37% |
| Fund Existence | 38 years | 31 years | - |
| Gain YTD | -1.564 | -2.195 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 36.4M | 1,272% |
| Annual Yield % from dividends | 3.48 | 2.11 | 165% |
| Returns for 1 year | 1.09 | -0.17 | -641% |
| Returns for 3 years | 4.49 | 2.48 | 181% |
| Returns for 5 years | 3.33 | -1.16 | -287% |
| Returns for 10 years | 9.15 | 4.10 | 223% |