LTMIX
Price
$13.54
Change
+$0.03 (+0.22%)
Updated
Aug 1 closing price
Net Assets
2.19B
LTXFX
Price
$15.44
Change
+$0.03 (+0.19%)
Updated
Aug 1 closing price
Net Assets
5.47B
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LTMIX vs LTXFX

Header iconLTMIX vs LTXFX Comparison
Open Charts LTMIX vs LTXFXBanner chart's image
Thornburg Limited-Term Muni Inst
Price$13.54
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets2.19B
American Funds Limited Term TxEx Bd F1
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets5.47B
LTMIX vs LTXFX Comparison Chart in %
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LTMIX vs. LTXFX commentary
Aug 03, 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 LTMIX is a Hold and LTXFX is a Hold.

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FUNDAMENTALS
Fundamentals
LTXFX has more cash in the bank: 5.47B vs. LTMIX (2.19B). LTMIX pays higher dividends than LTXFX: LTMIX (3.45) vs LTXFX (2.48). LTMIX was incepted earlier than LTXFX: LTMIX (29 years) vs LTXFX (24 years). LTXFX (0.64) is less costly to investors than LTMIX (0.51). LTMIX is a more actively managed with annual turnover of: 39.61 vs. LTXFX (33.00). LTXFX has a lower initial minimum investment than LTMIX: LTXFX (250) vs LTMIX (2500000). LTMIX annual gain was more profitable for investors over the last year : 3.21 vs. LTXFX (0.89). LTMIX return over 5 years is better than : 2.83 vs. LTXFX (-4.50).
LTMIXLTXFXLTMIX / LTXFX
Total Expense Ratio0.510.6480%
Annual Report Gross Expense Ratio0.510.6480%
Fund Existence29 years24 years-
Gain YTD2.6690.981272%
Front LoadN/AN/A-
Min. Initial Investment25000002501,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.19B5.47B40%
Annual Yield % from dividends3.452.48139%
Returns for 1 year3.210.89362%
Returns for 3 years7.611.02747%
Returns for 5 years2.83-4.50-63%
Returns for 10 years10.12-0.96-1,058%
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