CMU vs NMI

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Quick Verdict

CMU offers more diversification with 53 holdings.

Side-by-Side Comparison

MetricCMUNMI
Fund FamilyMFS HIGH YIELD MUNICIPAL TRUSTNuveen Municipal Income Fund, Inc.
Expense Ratio--
AUM$139M$100M
Dividend Yield--
Holdings Count--
Inception Date--
Investment Style--
1-Month Return--
YTD Return--
1-Year Return--
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score--
Momentum Score--
Value Score--

Holdings Overlap

2.9%
Weight Overlap
35
Shared Holdings
57
Total Unique

Top Shared Holdings

TickerCMU WeightNMI Weight
MS0.10%1.01%
NJ0.09%1.00%
NH0.54%0.47%
IN0.66%0.24%
OK0.09%0.68%
NC0.06%0.70%
UT0.22%0.42%
IA0.07%0.57%
SC0.11%0.52%
WA0.10%0.52%

Frequently Asked Questions

Which has lower fees, CMU or NMI?

Expense ratio data is not currently available.

Do CMU and NMI hold the same stocks?

CMU and NMI share 35 common holdings with a 2.9% weight overlap. They hold 57 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, CMU or NMI?

Historical return data is not currently available for comparison.