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LTMIX vs MTLFX
LTMIX vs MTLFX Comparison
Open Charts LTMIX vs MTLFX
Thornburg Limited-Term Muni Inst
Price$13.34
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.19B
MFS Municipal Limited Maturity A
Price$7.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.62B
LTMIX vs MTLFX Comparison Chart
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LTMIX vs. MTLFX commentary
Apr 29, 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: 2.62B vs. LTMIX (2.19B). LTMIX pays higher dividends than MTLFX: LTMIX (3.39) vs MTLFX (2.94). 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: 37.69 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 : 3.25 vs. LTMIX (2.52). MTLFX return over 5 years is better than : 8.14 vs. LTMIX (3.49).
| 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 | -0.032 | 0.007 | -434% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 2.62B | 84% |
| Annual Yield % from dividends | 3.39 | 2.94 | 115% |
| Returns for 1 year | 2.52 | 3.25 | 78% |
| Returns for 3 years | 7.08 | 7.57 | 93% |
| Returns for 5 years | 3.49 | 8.14 | 43% |
| Returns for 10 years | 7.43 | 14.45 | 51% |
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