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BATPX vs LMSMX
BATPX vs LMSMX Comparison
Open Charts BATPX vs LMSMX
BlackRock Allocation Target Shrs Ser P
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.36M
Western Asset SMASh Series M
Price$7.67
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets433.62M
BATPX vs LMSMX Comparison Chart in %
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BATPX vs. LMSMX commentary
Jun 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 BATPX is a Hold and LMSMX is a Hold.
FUNDAMENTALS
Fundamentals
LMSMX has more cash in the bank: 434M vs. BATPX (3.36M). BATPX pays higher dividends than LMSMX: BATPX (7.02) vs LMSMX (4.81). BATPX was incepted earlier than LMSMX: BATPX (12 years) vs LMSMX (19 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 (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 : 7.63 vs. LMSMX (6.01). BATPX return over 5 years is better than : 50.56 vs. LMSMX (-15.46).
| 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 | 19 years | - |
| Gain YTD | 1.827 | 5.634 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36M | 434M | 1% |
| Annual Yield % from dividends | 7.02 | 4.81 | 146% |
| Returns for 1 year | 7.63 | 6.01 | 127% |
| Returns for 3 years | 24.71 | 3.38 | 732% |
| Returns for 5 years | 50.56 | -15.46 | -327% |
| Returns for 10 years | 27.74 | -0.40 | -6,856% |
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