SBI vs TMFM

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and MOTLEY FOOL MID-CAP GROWTH ETF (TMFM, ETF).

5-Year PerformanceSBI has outperformed TMFM, delivering a return of +0.4% compared to -2.6%

SBI vs TMFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	TMFM(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.85%
Max Drawdown	43.86%	40.93%
Sharpe Ratio	0.73	-1.17
5Y Beta	0.14	0.83
P/E Ratio	N/A	49.21
Forward P/E	N/A	23.86
PEG Ratio	N/A	0.67
5Y Dividends CAGR	14.13%	N/A
5Y EPS CAGR	N/A	18.62%
Debt to Equity	N/A	-76.47%
P/S Ratio	N/A	0.85
P/B Ratio	N/A	4.52

Net Assets

Winner

SBI

$119M

TMFM

$119M

Expense Ratio

SBI

N/A

TMFM

0.85%

Max Drawdown

SBI

43.86%

Winner

TMFM

40.93%

Sharpe Ratio

Winner

SBI

0.73

TMFM

-1.17

5Y Beta

Winner

SBI

0.14

TMFM

0.83

P/E Ratio

SBI

N/A

TMFM

49.21

Forward P/E

SBI

N/A

TMFM

23.86

PEG Ratio

SBI

N/A

TMFM

0.67

5Y Dividends CAGR

SBI

14.13%

TMFM

N/A

5Y EPS CAGR

SBI

N/A

TMFM

18.62%

Debt to Equity

SBI

N/A

TMFM

-76.47%

P/S Ratio

SBI

N/A

TMFM

0.85

P/B Ratio

SBI

N/A

TMFM

4.52

SBI vs TMFM - Historical Returns

Returns include dividend reinvestment.

Period	SBI	TMFM
1 month	-0.10%	+3.65%
3 months	+1.89%	-0.44%
6 months	+3.56%	-9.37%
1 year	+8.51%	-18.40%
5 years(CAGR)	+0.37%	-2.63%
10 years(CAGR)	+1.41%	N/A
Max(CAGR)	+4.46%	-2.63%

SBI

-0.10%

Winner

TMFM

+3.65%

Winner

SBI

+1.89%

TMFM

-0.44%

Winner

SBI

+3.56%

TMFM

-9.37%

Winner

SBI

+8.51%

TMFM

-18.40%

5Y(CAGR)

Winner

SBI

+0.37%

TMFM

-2.63%

10Y(CAGR)

SBI

+1.41%

TMFM

N/A

Max(CAGR)

Winner

SBI

+4.46%

TMFM

-2.63%

SBI vs TMFM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	TMFM
2026	+4.77%	-7.95%
2025	+4.71%	-8.34%
2024	+6.01%	+18.99%
2023	+4.41%	+21.50%
2022	-18.11%	-26.91%
2021	+8.51%	+2.08%
2020	+4.27%	N/A
2019	+11.05%	N/A
2018	-7.08%	N/A
2017	+1.98%	N/A
2016	-2.28%	N/A
2015	+11.06%	N/A
2014	+11.62%	N/A
2013	-13.11%	N/A
2012	+13.15%	N/A
2011	+10.53%	N/A
2010	+9.39%	N/A
2009	+25.05%	N/A
2008	-10.17%	N/A
2007	+0.97%	N/A
2006	+9.01%	N/A
2005	-3.44%	N/A
2004	-2.07%	N/A
2003	+14.58%	N/A
2002	+5.71%	N/A
2001	+13.21%	N/A
2000	+9.55%	N/A
1999	-7.92%	N/A

SBI vs TMFM Drawdown Comparison

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The maximum drawdown for TMFM was -31.75%, occurring on Jun 16, 2022. Recovery took 683 trading sessions.

The current SBI drawdown is -0.64%. The current TMFM drawdown is -25.49%.

Rank	SBI	TMFM
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-31.75% Dec 30, 2021 - Sep 19, 2024
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-31.66% Nov 26, 2024 - Mar 27, 2026
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-3.38% Dec 15, 2021 - Dec 22, 2021
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-2.18% Nov 11, 2024 - Nov 21, 2024
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-1.32% Oct 30, 2024 - Nov 5, 2024
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-1.15% Sep 30, 2024 - Oct 8, 2024
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-1.01% Dec 13, 2021 - Dec 15, 2021
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-0.97% Oct 18, 2024 - Oct 24, 2024
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-0.75% Sep 24, 2024 - Sep 27, 2024
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-0.50% Dec 27, 2021 - Dec 30, 2021
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-0.48% Sep 19, 2024 - Sep 24, 2024
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-0.33% Oct 24, 2024 - Oct 28, 2024
#13	-7.48% Sep 20, 2002 - May 1, 2003	-0.25% Oct 16, 2024 - Oct 18, 2024
#14	-7.17% Nov 5, 2001 - May 23, 2002	-0.20% Oct 9, 2024 - Oct 11, 2024
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-0.17% Nov 6, 2024 - Nov 8, 2024

Correlation

Correlation between SBI and TMFM is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (1999 - 2026)

SBI vs TMFM dividend yield comparison.

Year	SBI	TMFM
2026	3.22%	0.00%
2025	6.56%	0.06%
2024	6.23%	16.27%
2023	3.76%	2.54%
2022	3.72%	0.00%
2021	2.93%	0.00%
2020	3.07%	0.00%
2019	3.59%	0.00%
2018	4.32%	0.00%
2017	4.58%	0.00%
2016	5.01%	0.00%
2015	4.70%	0.00%
2014	4.92%	0.00%
2013	5.30%	0.00%
2012	4.54%	0.00%
2011	4.90%	0.00%
2010	5.03%	0.00%
2009	4.69%	0.00%
2008	5.42%	0.00%
2007	4.83%	0.00%
2006	4.87%	0.00%
2005	6.45%	0.00%
2004	6.54%	0.00%
2003	6.01%	0.00%
2002	6.04%	0.00%
2001	5.66%	0.00%
2000	6.16%	0.00%
1999	1.05%	0.00%