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BATPX vs LMSMX
BATPX vs LMSMX Comparison
Open Charts BATPX vs LMSMX
BlackRock Allocation Target Shrs Ser P
Price$10.65
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.34M
Western Asset SMASh Series M
Price$7.57
Change+$0.03 (+0.40%)
VolumeN/A
Net Assets442.75M
BATPX vs LMSMX Comparison Chart
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BATPX vs. LMSMX 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 BATPX is a Hold and LMSMX is a Hold.
FUNDAMENTALS
Fundamentals
LMSMX has more cash in the bank: 443M vs. BATPX (3.34M). BATPX pays higher dividends than LMSMX: BATPX (7.16) vs LMSMX (4.79). BATPX was incepted earlier than LMSMX: BATPX (12 years) vs LMSMX (18 years). BATPX (0.87) is less costly to investors than LMSMX (0.02). LMSMX is a more actively managed with annual turnover of: 250.00 vs. BATPX (0.00). BATPX (0) and LMSMX (0) have matching initial minimum investment requirements. LMSMX (7.04) and BATPX (6.82) have marching annual gain over last year. BATPX return over 5 years is better than : 51.79 vs. LMSMX (-19.43).
| BATPX | LMSMX | BATPX / LMSMX | |
| Total Expense Ratio | 0.00 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.02 | 4,350% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 2.404 | 3.874 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34M | 443M | 1% |
| Annual Yield % from dividends | 7.16 | 4.79 | 150% |
| Returns for 1 year | 6.82 | 7.04 | 97% |
| Returns for 3 years | 30.58 | -4.28 | -715% |
| Returns for 5 years | 51.79 | -19.43 | -267% |
| Returns for 10 years | 30.77 | -3.51 | -877% |
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