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SLMMX vs VMATX
SLMMX vs VMATX Comparison
Open Charts SLMMX vs VMATX
Western Asset Massachusetts Muni A
Price$11.08
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
Vanguard MA Tax-Exempt I
Price$9.81
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.88B
SLMMX vs VMATX Comparison Chart
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SLMMX vs. VMATX commentary
May 07, 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 SLMMX is a Hold and VMATX is a Hold.
FUNDAMENTALS
Fundamentals
VMATX has more cash in the bank: 2.88B vs. SLMMX (36.4M). VMATX pays higher dividends than SLMMX: VMATX (3.58) vs SLMMX (2.67). SLMMX was incepted earlier than VMATX: SLMMX (37 years) vs VMATX (26 years). SLMMX (1.03) is less costly to investors than VMATX (0.09). VMATX is a more actively managed with annual turnover of: 92.00 vs. SLMMX (12.00). SLMMX has a lower initial minimum investment than VMATX: SLMMX (1000) vs VMATX (3000). SLMMX annual gain was more profitable for investors over the last year : -0.15 vs. VMATX (-2.39). SLMMX return over 5 years is better than : 0.85 vs. VMATX (-10.10).
| SLMMX | VMATX | SLMMX / VMATX | |
| Total Expense Ratio | 0.75 | 0.09 | 833% |
| Annual Report Gross Expense Ratio | 1.03 | 0.09 | 1,144% |
| Fund Existence | 37 years | 26 years | - |
| Gain YTD | -2.195 | -2.868 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.4M | 2.88B | 1% |
| Annual Yield % from dividends | 2.67 | 3.58 | 75% |
| Returns for 1 year | -0.15 | -2.39 | 6% |
| Returns for 3 years | 4.46 | -1.66 | -269% |
| Returns for 5 years | 0.85 | -10.10 | -8% |
| Returns for 10 years | 8.98 | -8.31 | -108% |
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