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FSHAX vs MTLFX
FSHAX vs MTLFX Comparison
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FSHAX vs MTLFX Comparison Chart in %
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FSHAX vs. MTLFX commentary
Jun 09, 2026
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: 3.12B vs. FSHAX (428M). MTLFX pays higher dividends than FSHAX: MTLFX (3.09) vs FSHAX (2.88). FSHAX was incepted earlier than MTLFX: FSHAX (24 years) vs MTLFX (34 years). MTLFX (0.72) and FSHAX (0.71) have similar cost to investors . FSHAX (29.00) and MTLFX (29.00) have comparable annual turnover. FSHAX (3%) and MTLFX (3%) have equivalent initial investment costs. MTLFX has a lower initial minimum investment than FSHAX: MTLFX (1000) vs FSHAX (2500). MTLFX annual gain was more profitable for investors over the last year : 4.70 vs. FSHAX (2.81). MTLFX return over 5 years is better than : 7.44 vs. FSHAX (6.49).
| FSHAX | MTLFX | FSHAX / MTLFX | |
| Total Expense Ratio | 0.63 | 0.59 | 107% |
| Annual Report Gross Expense Ratio | 0.71 | 0.72 | 99% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 0.858 | 0.906 | 95% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 3.12B | 14% |
| Annual Yield % from dividends | 2.88 | 3.09 | 93% |
| Returns for 1 year | 2.81 | 4.70 | 60% |
| Returns for 3 years | 9.48 | 12.58 | 75% |
| Returns for 5 years | 6.49 | 7.44 | 87% |
| Returns for 10 years | 14.10 | 18.62 | 76% |
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