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JIMIX vs MTLFX
JIMIX vs MTLFX Comparison
Open Charts JIMIX vs MTLFX
JPMorgan Short-Interm Muncpl Bd I
Price$10.21
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets807.52M
MFS Municipal Limited Maturity A
Price$7.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.73B
JIMIX vs MTLFX Comparison Chart in %
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JIMIX vs. MTLFX commentary
Jul 09, 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 JIMIX is a Hold and MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 2.73B vs. JIMIX (808M). JIMIX (3.02) and MTLFX (3.00) have matching dividends . JIMIX was incepted earlier than MTLFX: JIMIX (16 years) vs MTLFX (33 years). MTLFX (0.72) is less costly to investors than JIMIX (0.63). JIMIX is a more actively managed with annual turnover of: 51.00 vs. MTLFX (30.00). MTLFX has a lower initial minimum investment than JIMIX: MTLFX (1000) vs JIMIX (1000000). JIMIX (3.98) and MTLFX (3.97) have marching annual gain over last year. MTLFX return over 5 years is better than : 6.79 vs. JIMIX (3.10).
| JIMIX | MTLFX | JIMIX / MTLFX | |
| Total Expense Ratio | 0.25 | 0.59 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 0.72 | 88% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 2.248 | 1.927 | 117% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 2.73B | 30% |
| Annual Yield % from dividends | 3.02 | 3.00 | 100% |
| Returns for 1 year | 3.98 | 3.97 | 100% |
| Returns for 3 years | 7.06 | 8.69 | 81% |
| Returns for 5 years | 3.10 | 6.79 | 46% |
| Returns for 10 years | 12.76 | 16.93 | 75% |
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