Ad is loading...
FIWAX vs LTEFX
FIWAX vs LTEFX Comparison
Open Charts FIWAX vs LTEFX
Fidelity Advisor Ltd Term Muni Inc Z
Price$10.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.62B
American Funds LtdTerm TxEx Bd F2
Price$15.24
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.36B
FIWAX vs LTEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIWAX vs. LTEFX commentary
May 02, 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 FIWAX is a Hold and LTEFX is a Hold.
FUNDAMENTALS
Fundamentals
LTEFX has more cash in the bank: 5.36B vs. FIWAX (2.62B). LTEFX pays higher dividends than FIWAX: LTEFX (2.67) vs FIWAX (2.14). FIWAX was incepted earlier than LTEFX: FIWAX (7 years) vs LTEFX (17 years). LTEFX (0.37) is less costly to investors than FIWAX (0.25). LTEFX is a more actively managed with annual turnover of: 33.00 vs. FIWAX (22.00). FIWAX has a lower initial minimum investment than LTEFX: FIWAX (0) vs LTEFX (250). FIWAX annual gain was more profitable for investors over the last year : 3.45 vs. LTEFX (0.86). FIWAX return over 5 years is better than : 7.49 vs. LTEFX (-2.03).
| FIWAX | LTEFX | FIWAX / LTEFX | |
| Total Expense Ratio | 0.25 | 0.37 | 68% |
| Annual Report Gross Expense Ratio | 0.25 | 0.37 | 68% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 0.735 | -0.327 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 5.36B | 49% |
| Annual Yield % from dividends | 2.14 | 2.67 | 80% |
| Returns for 1 year | 3.45 | 0.86 | 403% |
| Returns for 3 years | 8.10 | 1.53 | 531% |
| Returns for 5 years | 7.49 | -2.03 | -370% |
| Returns for 10 years | N/A | -2.34 | - |