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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
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 LSDAX is a Hold and MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 3.12B vs. LSDAX (1.74B). MTLFX pays higher dividends than LSDAX: MTLFX (3.09) vs LSDAX (2.79). LSDAX was incepted earlier than MTLFX: LSDAX (17 years) vs MTLFX (34 years). MTLFX (0.72) is less costly to investors than LSDAX (0.67). LSDAX is a more actively managed with annual turnover of: 64.00 vs. MTLFX (29.00). 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. MTLFX annual gain was more profitable for investors over the last year : 4.70 vs. LSDAX (3.44). MTLFX return over 5 years is better than : 7.44 vs. LSDAX (5.93).
| LSDAX | MTLFX | LSDAX / MTLFX | |
| Total Expense Ratio | 0.65 | 0.59 | 110% |
| Annual Report Gross Expense Ratio | 0.67 | 0.72 | 93% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 0.815 | 0.906 | 90% |
| Front Load | 2% | 3% | 90% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 3.12B | 56% |
| Annual Yield % from dividends | 2.79 | 3.09 | 90% |
| Returns for 1 year | 3.44 | 4.70 | 73% |
| Returns for 3 years | 10.09 | 12.58 | 80% |
| Returns for 5 years | 5.93 | 7.44 | 80% |
| Returns for 10 years | 10.46 | 18.62 | 56% |
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