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SMALX vs VMATX
SMALX vs VMATX Comparison
Open Charts SMALX vs VMATX
Western Asset Massachusetts Muni C
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets36.39M
Vanguard MA Tax-Exempt I
Price$9.82
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets2.88B
SMALX vs VMATX Comparison Chart
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SMALX vs. VMATX 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 SMALX is a Hold and VMATX is a Hold.
FUNDAMENTALS
Fundamentals
VMATX has more cash in the bank: 2.88B vs. SMALX (36.4M). VMATX pays higher dividends than SMALX: VMATX (3.58) vs SMALX (2.11). SMALX was incepted earlier than VMATX: SMALX (31 years) vs VMATX (26 years). SMALX (1.58) is less costly to investors than VMATX (0.09). VMATX is a more actively managed with annual turnover of: 92.00 vs. SMALX (12.00). SMALX has a lower initial minimum investment than VMATX: SMALX (1000) vs VMATX (3000). SMALX annual gain was more profitable for investors over the last year : -0.35 vs. VMATX (-2.00). SMALX return over 5 years is better than : -1.34 vs. VMATX (-9.60).
| SMALX | VMATX | SMALX / VMATX | |
| Total Expense Ratio | 1.30 | 0.09 | 1,444% |
| Annual Report Gross Expense Ratio | 1.58 | 0.09 | 1,756% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -2.371 | -2.868 | 83% |
| Front Load | N/A | 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 | 2.11 | 3.58 | 59% |
| Returns for 1 year | -0.35 | -2.00 | 18% |
| Returns for 3 years | 2.30 | -2.24 | -102% |
| Returns for 5 years | -1.34 | -9.60 | 14% |
| Returns for 10 years | 3.91 | -8.23 | -48% |