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LSDAX vs MTLFX
LSDAX vs MTLFX Comparison
Open Charts LSDAX vs MTLFX
LSDAX vs MTLFX Comparison Chart in %
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LSDAX vs. MTLFX commentary
Sep 18, 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 LSDAX is a Hold and MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 3.05B vs. LSDAX (1.76B). MTLFX pays higher dividends than LSDAX: MTLFX (3.12) vs LSDAX (2.81). LSDAX was incepted earlier than MTLFX: LSDAX (18 years) vs MTLFX (35 years). MTLFX (0.71) is less costly to investors than LSDAX (0.67). LSDAX is a more actively managed with annual turnover of: 64.00 vs. MTLFX (26.00). MTLFX initial investment is less costly to investors than LSDAX (2%) vs LSDAX (2%). LSDAX (1000) and MTLFX (1000) have matching initial minimum investment requirements. LSDAX annual gain was more profitable for investors over the last year : 0.48 vs. MTLFX (-0.03). MTLFX return over 5 years is better than : 5.52 vs. LSDAX (5.12).
| LSDAX | MTLFX | LSDAX / MTLFX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.71 | 94% |
| Fund Existence | 18 years | 35 years | - |
| Gain YTD | 0.054 | -0.696 | -8% |
| Front Load | 2% | 3% | 90% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 3.05B | 58% |
| Annual Yield % from dividends | 2.81 | 3.12 | 90% |
| Returns for 1 year | 0.48 | -0.03 | -1,422% |
| Returns for 3 years | 8.86 | 10.70 | 83% |
| Returns for 5 years | 5.12 | 5.52 | 93% |
| Returns for 10 years | 9.41 | 16.47 | 57% |