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MTLFX vs MTLIX
MTLFX vs MTLIX Comparison
Open Charts MTLFX vs MTLIX
MFS Municipal Limited Maturity A
Price$7.92
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.67B
MFS Municipal Limited Maturity I
Price$7.91
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.67B
MTLFX vs MTLIX Comparison Chart
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MTLFX vs. MTLIX 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 MTLFX is a Hold and MTLIX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX (2.67B) and MTLIX (2.67B) have equal amount of cash in the bank . MTLIX (3.13) and MTLFX (2.98) 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 (3.82) and MTLFX (3.66) have marching annual gain over last year. MTLIX return over 5 years is better than : 7.58 vs. MTLFX (6.81).
| 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 | 0.643 | 0.691 | 93% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 2.67B | 100% |
| Annual Yield % from dividends | 2.98 | 3.13 | 95% |
| Returns for 1 year | 3.66 | 3.82 | 96% |
| Returns for 3 years | 8.53 | 9.00 | 95% |
| Returns for 5 years | 6.81 | 7.58 | 90% |
| Returns for 10 years | 15.60 | 17.03 | 92% |