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BTMSX vs LTEFX
BTMSX vs LTEFX Comparison
Open Charts BTMSX vs LTEFX
Baird Short-Term Municipal Bond Investor
Price$9.98
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets1.61B
American Funds LtdTerm TxEx Bd F2
Price$15.25
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets5.37B
BTMSX vs LTEFX Comparison Chart
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BTMSX vs. LTEFX commentary
May 25, 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 BTMSX is a Hold and LTEFX is a Hold.
FUNDAMENTALS
Fundamentals
LTEFX has more cash in the bank: 5.37B vs. BTMSX (1.61B). BTMSX pays higher dividends than LTEFX: BTMSX (3.03) vs LTEFX (2.71). BTMSX was incepted earlier than LTEFX: BTMSX (10 years) vs LTEFX (17 years). BTMSX (0.55) is less costly to investors than LTEFX (0.37). BTMSX is a more actively managed with annual turnover of: 42.00 vs. LTEFX (33.00). LTEFX has a lower initial minimum investment than BTMSX: LTEFX (250) vs BTMSX (2500). BTMSX annual gain was more profitable for investors over the last year : 4.21 vs. LTEFX (1.19). BTMSX return over 5 years is better than : 6.59 vs. LTEFX (-3.80).
| BTMSX | LTEFX | BTMSX / LTEFX | |
| Total Expense Ratio | 0.55 | 0.37 | 149% |
| Annual Report Gross Expense Ratio | 0.55 | 0.37 | 149% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 1.226 | -0.262 | -469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 5.37B | 30% |
| Annual Yield % from dividends | 3.03 | 2.71 | 112% |
| Returns for 1 year | 4.21 | 1.19 | 354% |
| Returns for 3 years | 9.03 | 1.73 | 522% |
| Returns for 5 years | 6.59 | -3.80 | -173% |
| Returns for 10 years | N/A | -1.72 | - |
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