CGMU vs. MMTRX
Compare and contrast key facts about Capital Group Municipal Income ETF (CGMU) and MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX).
CGMU is an actively managed fund by Capital Group. It was launched on Oct 25, 2022. MMTRX is managed by T. Rowe Price. It was launched on Feb 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGMU or MMTRX.
Correlation
The correlation between CGMU and MMTRX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CGMU vs. MMTRX - Performance Comparison
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Key characteristics
CGMU:
4.02%
MMTRX:
4.65%
CGMU:
-4.10%
MMTRX:
-0.32%
CGMU:
-1.98%
MMTRX:
0.00%
Returns By Period
CGMU
-0.23%
1.69%
-0.41%
2.01%
N/A
N/A
MMTRX
N/A
N/A
N/A
N/A
N/A
N/A
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CGMU vs. MMTRX - Expense Ratio Comparison
CGMU has a 0.27% expense ratio, which is lower than MMTRX's 0.37% expense ratio.
Risk-Adjusted Performance
CGMU vs. MMTRX — Risk-Adjusted Performance Rank
CGMU
MMTRX
CGMU vs. MMTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Municipal Income ETF (CGMU) and MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CGMU vs. MMTRX - Dividend Comparison
CGMU has not paid dividends to shareholders, while MMTRX's dividend yield for the trailing twelve months is around 3.63%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
CGMU Capital Group Municipal Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MMTRX MassMutual Select T. Rowe Price Retirement 2030 Fund | 3.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CGMU vs. MMTRX - Drawdown Comparison
The maximum CGMU drawdown since its inception was -4.10%, which is greater than MMTRX's maximum drawdown of -0.32%. Use the drawdown chart below to compare losses from any high point for CGMU and MMTRX. For additional features, visit the drawdowns tool.
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Volatility
CGMU vs. MMTRX - Volatility Comparison
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