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FSHAX vs MTLFX
FSHAX vs MTLFX Comparison
Open Charts FSHAX vs MTLFX
Nuveen Short Term Municipal Bond A
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets412.84M
MFS Municipal Limited Maturity A
Price$7.91
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.64B
FSHAX vs MTLFX Comparison Chart
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FSHAX vs. MTLFX commentary
May 05, 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 FSHAX is a Hold and MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 2.65B vs. FSHAX (413M). MTLFX (2.98) and FSHAX (2.86) have matching dividends . FSHAX was incepted earlier than MTLFX: FSHAX (23 years) vs MTLFX (33 years). MTLFX (0.72) and FSHAX (0.70) have similar cost to investors . FSHAX is a more actively managed with annual turnover of: 41.00 vs. MTLFX (30.00). FSHAX (3%) and MTLFX (3%) have equivalent initial investment costs. MTLFX has a lower initial minimum investment than FSHAX: MTLFX (1000) vs FSHAX (3000). MTLFX (3.40) and FSHAX (3.32) have marching annual gain over last year. MTLFX return over 5 years is better than : 8.26 vs. FSHAX (6.35).
| FSHAX | MTLFX | FSHAX / MTLFX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.70 | 0.72 | 97% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.797 | 0.516 | 155% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 413M | 2.65B | 16% |
| Annual Yield % from dividends | 2.86 | 2.98 | 96% |
| Returns for 1 year | 3.32 | 3.40 | 98% |
| Returns for 3 years | 7.41 | 8.40 | 88% |
| Returns for 5 years | 6.35 | 8.26 | 77% |
| Returns for 10 years | 11.44 | 15.03 | 76% |