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FIWAX vs MTLFX
FIWAX vs MTLFX Comparison
Open Charts FIWAX vs MTLFX
Fidelity Advisor Ltd Term Muni Inc Z
Price$10.43
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.62B
MFS Municipal Limited Maturity A
Price$7.92
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.67B
FIWAX vs MTLFX Comparison Chart
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FIWAX vs. MTLFX commentary
May 26, 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 MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX (2.67B) and FIWAX (2.62B) have equal amount of cash in the bank . MTLFX pays higher dividends than FIWAX: MTLFX (2.98) vs FIWAX (2.14). FIWAX was incepted earlier than MTLFX: FIWAX (7 years) vs MTLFX (33 years). MTLFX (0.72) is less costly to investors than FIWAX (0.25). MTLFX is a more actively managed with annual turnover of: 30.00 vs. FIWAX (22.00). FIWAX has a lower initial minimum investment than MTLFX: FIWAX (0) vs MTLFX (1000). FIWAX annual gain was more profitable for investors over the last year : 3.96 vs. MTLFX (3.66). MTLFX return over 5 years is better than : 6.81 vs. FIWAX (6.29).
| FIWAX | MTLFX | FIWAX / MTLFX | |
| Total Expense Ratio | 0.25 | 0.59 | 42% |
| Annual Report Gross Expense Ratio | 0.25 | 0.72 | 35% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 1.026 | 0.643 | 160% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 2.67B | 98% |
| Annual Yield % from dividends | 2.14 | 2.98 | 72% |
| Returns for 1 year | 3.96 | 3.66 | 108% |
| Returns for 3 years | 8.42 | 8.53 | 99% |
| Returns for 5 years | 6.29 | 6.81 | 92% |
| Returns for 10 years | N/A | 15.60 | - |