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MTLBX vs MTLFX
MTLBX vs MTLFX Comparison
Open Charts MTLBX vs MTLFX
MFS Municipal Limited Maturity B
Price$7.91
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.67B
MFS Municipal Limited Maturity A
Price$7.92
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.67B
MTLBX vs MTLFX Comparison Chart
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MTLBX vs. MTLFX commentary
May 25, 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 MTLBX is a Hold and MTLFX is a Hold.
FUNDAMENTALS
Fundamentals
MTLBX (2.67B) and MTLFX (2.67B) have equal amount of cash in the bank . MTLFX pays higher dividends than MTLBX: MTLFX (2.98) vs MTLBX (2.23). MTLBX was incepted earlier than MTLFX: MTLBX (32 years) vs MTLFX (33 years). MTLBX (1.47) is less costly to investors than MTLFX (0.72). MTLBX (30.00) and MTLFX (30.00) have comparable annual turnover. MTLBX (1000) and MTLFX (1000) have matching initial minimum investment requirements. MTLFX annual gain was more profitable for investors over the last year : 3.66 vs. MTLBX (2.90). MTLFX return over 5 years is better than : 6.81 vs. MTLBX (2.96).
| MTLBX | MTLFX | MTLBX / MTLFX | |
| Total Expense Ratio | 1.34 | 0.59 | 227% |
| Annual Report Gross Expense Ratio | 1.47 | 0.72 | 204% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 0.395 | 0.643 | 61% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 2.67B | 100% |
| Annual Yield % from dividends | 2.23 | 2.98 | 75% |
| Returns for 1 year | 2.90 | 3.66 | 79% |
| Returns for 3 years | 6.20 | 8.53 | 73% |
| Returns for 5 years | 2.96 | 6.81 | 44% |
| Returns for 10 years | 8.63 | 15.60 | 55% |
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