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MTLFX vs MTLIX
MTLFX vs MTLIX Comparison
Open Charts MTLFX vs MTLIX
MFS Municipal Limited Maturity A
Price$7.90
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.62B
MFS Municipal Limited Maturity I
Price$7.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.62B
MTLFX vs MTLIX Comparison Chart
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MTLFX vs. MTLIX commentary
Apr 30, 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 MTLFX is a Hold and MTLIX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX (2.62B) and MTLIX (2.62B) have equal amount of cash in the bank . MTLIX (3.08) and MTLFX (2.94) have matching dividends . MTLFX was incepted earlier than MTLIX: MTLFX (33 years) vs MTLIX (15 years). MTLFX (0.72) is less costly to investors than MTLIX (0.47). MTLFX (30.00) and MTLIX (30.00) have comparable annual turnover. MTLIX has a lower initial minimum investment than MTLFX: MTLIX (0) vs MTLFX (1000). MTLIX annual gain was more profitable for investors over the last year : 3.53 vs. MTLFX (3.25). MTLIX return over 5 years is better than : 8.89 vs. MTLFX (7.97).
| MTLFX | MTLIX | MTLFX / MTLIX | |
| Total Expense Ratio | 0.59 | 0.44 | 134% |
| Annual Report Gross Expense Ratio | 0.72 | 0.47 | 153% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 0.007 | 0.170 | 4% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 2.62B | 100% |
| Annual Yield % from dividends | 2.94 | 3.08 | 95% |
| Returns for 1 year | 3.25 | 3.53 | 92% |
| Returns for 3 years | 7.57 | 8.16 | 93% |
| Returns for 5 years | 7.97 | 8.89 | 90% |
| Returns for 10 years | 14.45 | 16.00 | 90% |