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LTMIX vs MTLFX
LTMIX vs MTLFX Comparison
Open Charts LTMIX vs MTLFX
Thornburg Limited-Term Muni Inst
Price$13.45
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.18B
MFS Municipal Limited Maturity A
Price$7.95
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets2.7B
LTMIX vs MTLFX Comparison Chart
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LTMIX vs. MTLFX commentary
Jun 14, 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 MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 2.7B vs. LTMIX (2.18B). LTMIX pays higher dividends than MTLFX: LTMIX (3.45) vs MTLFX (3.00). LTMIX was incepted earlier than MTLFX: LTMIX (29 years) vs MTLFX (33 years). MTLFX (0.72) is less costly to investors than LTMIX (0.51). LTMIX is a more actively managed with annual turnover of: 39.61 vs. MTLFX (30.00). MTLFX has a lower initial minimum investment than LTMIX: MTLFX (1000) vs LTMIX (2500000). MTLFX annual gain was more profitable for investors over the last year : 3.69 vs. LTMIX (3.26). MTLFX return over 5 years is better than : 6.67 vs. LTMIX (2.54).
| LTMIX | MTLFX | LTMIX / MTLFX | |
| Total Expense Ratio | 0.51 | 0.59 | 86% |
| Annual Report Gross Expense Ratio | 0.51 | 0.72 | 71% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 1.388 | 1.415 | 98% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 2.7B | 81% |
| Annual Yield % from dividends | 3.45 | 3.00 | 115% |
| Returns for 1 year | 3.26 | 3.69 | 88% |
| Returns for 3 years | 8.59 | 9.51 | 90% |
| Returns for 5 years | 2.54 | 6.67 | 38% |
| Returns for 10 years | 9.47 | 16.63 | 57% |
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