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BATPX vs LMSMX
BATPX vs LMSMX Comparison
Open Charts BATPX vs LMSMX
BlackRock Allocation Target Shrs Ser P
Price$10.35
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets3.14M
Western Asset SMASh Series M
Price$7.76
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets473.44M
BATPX vs LMSMX Comparison Chart
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BATPX vs. LMSMX commentary
May 01, 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: 473M vs. BATPX (3.14M). BATPX pays higher dividends than LMSMX: BATPX (7.14) vs LMSMX (4.88). 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: 46.00 vs. BATPX (0.00). BATPX (0) and LMSMX (0) have matching initial minimum investment requirements. LMSMX annual gain was more profitable for investors over the last year : 10.56 vs. BATPX (3.63). BATPX return over 5 years is better than : 48.65 vs. LMSMX (-17.16).
| 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 | -0.096 | 5.735 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14M | 473M | 1% |
| Annual Yield % from dividends | 7.14 | 4.88 | 146% |
| Returns for 1 year | 3.63 | 10.56 | 34% |
| Returns for 3 years | 25.89 | -1.46 | -1,769% |
| Returns for 5 years | 48.65 | -17.16 | -283% |
| Returns for 10 years | 27.58 | -1.88 | -1,463% |
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