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BATPX vs LMSMX
BATPX vs LMSMX Comparison
Open Charts BATPX vs LMSMX
BlackRock Allocation Target Shrs Ser P
Price$10.49
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets3.13M
Western Asset SMASh Series M
Price$7.88
Change+$0.02 (+0.25%)
VolumeN/A
Net Assets433.57M
BATPX vs LMSMX Comparison Chart in %
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BATPX vs. LMSMX commentary
Aug 05, 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: 434M vs. BATPX (3.13M). BATPX pays higher dividends than LMSMX: BATPX (6.98) vs LMSMX (4.64). BATPX was incepted earlier than LMSMX: BATPX (12 years) vs LMSMX (19 years). BATPX (0.87) is less costly to investors than LMSMX (0.03). LMSMX is a more actively managed with annual turnover of: 250.00 vs. BATPX (134.00). BATPX (0) and LMSMX (0) have matching initial minimum investment requirements. BATPX annual gain was more profitable for investors over the last year : 10.06 vs. LMSMX (1.93). BATPX return over 5 years is better than : 49.84 vs. LMSMX (-15.54).
| BATPX | LMSMX | BATPX / LMSMX | |
| Total Expense Ratio | 0.00 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.87 | 0.03 | 2,900% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 0.962 | 8.580 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13M | 434M | 1% |
| Annual Yield % from dividends | 6.98 | 4.64 | 150% |
| Returns for 1 year | 10.06 | 1.93 | 522% |
| Returns for 3 years | 28.74 | 1.49 | 1,933% |
| Returns for 5 years | 49.84 | -15.54 | -321% |
| Returns for 10 years | 29.34 | 0.20 | 14,960% |
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