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ATFYX vs LTXFX
ATFYX vs LTXFX Comparison
Open Charts ATFYX vs LTXFX
Invesco Limited Term Municipal Income Y
Price$10.87
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets2.74B
American Funds Limited Term TxEx Bd F1
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets5.47B
ATFYX vs LTXFX Comparison Chart in %
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ATFYX vs. LTXFX commentary
Aug 03, 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 ATFYX is a Hold and LTXFX is a Hold.
FUNDAMENTALS
Fundamentals
LTXFX has more cash in the bank: 5.47B vs. ATFYX (2.74B). ATFYX pays higher dividends than LTXFX: ATFYX (3.36) vs LTXFX (2.48). ATFYX was incepted earlier than LTXFX: ATFYX (17 years) vs LTXFX (24 years). LTXFX (0.64) is less costly to investors than ATFYX (0.34). LTXFX is a more actively managed with annual turnover of: 33.00 vs. ATFYX (27.00). LTXFX has a lower initial minimum investment than ATFYX: LTXFX (250) vs ATFYX (1000). ATFYX annual gain was more profitable for investors over the last year : 2.08 vs. LTXFX (0.89). ATFYX return over 5 years is better than : 7.26 vs. LTXFX (-4.50).
| ATFYX | LTXFX | ATFYX / LTXFX | |
| Total Expense Ratio | 0.34 | 0.64 | 53% |
| Annual Report Gross Expense Ratio | 0.34 | 0.64 | 53% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.289 | 0.981 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 5.47B | 50% |
| Annual Yield % from dividends | 3.36 | 2.48 | 136% |
| Returns for 1 year | 2.08 | 0.89 | 235% |
| Returns for 3 years | 7.58 | 1.02 | 744% |
| Returns for 5 years | 7.26 | -4.50 | -161% |
| Returns for 10 years | 16.63 | -0.96 | -1,740% |
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