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MTLFX vs SRMAX
MTLFX vs SRMAX Comparison
Open Charts MTLFX vs SRMAX
MFS Municipal Limited Maturity A
Price$7.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.73B
DWS Short Term Municipal Bond A
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.64M
MTLFX vs SRMAX Comparison Chart in %
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MTLFX vs. SRMAX commentary
Jul 23, 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 SRMAX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 2.74B vs. SRMAX (131M). MTLFX pays higher dividends than SRMAX: MTLFX (3.00) vs SRMAX (2.72). MTLFX was incepted earlier than SRMAX: MTLFX (33 years) vs SRMAX (22 years). SRMAX (0.87) is less costly to investors than MTLFX (0.72). SRMAX is a more actively managed with annual turnover of: 85.00 vs. MTLFX (29.00). MTLFX initial investment is less costly to investors than SRMAX (2%) vs SRMAX (2%). MTLFX (1000) and SRMAX (1000) have matching initial minimum investment requirements. MTLFX annual gain was more profitable for investors over the last year : 3.44 vs. SRMAX (2.93). MTLFX (6.02) and SRMAX (5.84) have equivalent 5 years return.
| MTLFX | SRMAX | MTLFX / SRMAX | |
| Total Expense Ratio | 0.59 | 0.68 | 87% |
| Annual Report Gross Expense Ratio | 0.72 | 0.87 | 83% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 1.799 | 1.549 | 116% |
| Front Load | 3% | 2% | 111% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 131M | 2,088% |
| Annual Yield % from dividends | 3.00 | 2.72 | 110% |
| Returns for 1 year | 3.44 | 2.93 | 117% |
| Returns for 3 years | 8.14 | 8.42 | 97% |
| Returns for 5 years | 6.02 | 5.84 | 103% |
| Returns for 10 years | 16.64 | 13.63 | 122% |
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