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MTLFX vs SRMAX
MTLFX vs SRMAX Comparison
Open Charts MTLFX vs SRMAX
MFS Municipal Limited Maturity A
Price$7.90
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets2.62B
DWS Short Term Municipal Bond A
Price$9.80
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets131.08M
MTLFX vs SRMAX Comparison Chart
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MTLFX vs. SRMAX 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 SRMAX is a Hold.
FUNDAMENTALS
Fundamentals
MTLFX has more cash in the bank: 2.62B vs. SRMAX (131M). MTLFX pays higher dividends than SRMAX: MTLFX (2.94) vs SRMAX (2.71). 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 (30.00). 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 : 3.25 vs. SRMAX (3.04). MTLFX return over 5 years is better than : 7.97 vs. SRMAX (6.78).
| 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 | 0.007 | 0.032 | 23% |
| Front Load | 3% | 2% | 111% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 131M | 1,999% |
| Annual Yield % from dividends | 2.94 | 2.71 | 108% |
| Returns for 1 year | 3.25 | 3.04 | 107% |
| Returns for 3 years | 7.57 | 7.79 | 97% |
| Returns for 5 years | 7.97 | 6.78 | 118% |
| Returns for 10 years | 14.45 | 11.80 | 122% |