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FXIDX vs LMSMX
FXIDX vs LMSMX Comparison
Open Charts FXIDX vs LMSMX
PIMCO Fixed Income SHares LD
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets51.86M
Western Asset SMASh Series M
Price$7.73
Change+$0.04 (+0.52%)
VolumeN/A
Net Assets470.67M
FXIDX vs LMSMX Comparison Chart
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FXIDX vs. LMSMX commentary
Apr 29, 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 FXIDX is a Hold and LMSMX is a Hold.
FUNDAMENTALS
Fundamentals
LMSMX has more cash in the bank: 471M vs. FXIDX (51.9M). LMSMX (4.88) and FXIDX (4.74) have matching dividends . FXIDX was incepted earlier than LMSMX: FXIDX (11 years) vs LMSMX (18 years). FXIDX (2.31) is less costly to investors than LMSMX (0.02). FXIDX is a more actively managed with annual turnover of: 192.00 vs. LMSMX (46.00). FXIDX (0) and LMSMX (0) have matching initial minimum investment requirements. LMSMX annual gain was more profitable for investors over the last year : 10.59 vs. FXIDX (7.07). FXIDX return over 5 years is better than : 16.80 vs. LMSMX (-17.59).
| FXIDX | LMSMX | FXIDX / LMSMX | |
| Total Expense Ratio | 2.31 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.31 | 0.02 | 11,550% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 1.378 | 5.188 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.9M | 471M | 11% |
| Annual Yield % from dividends | 4.74 | 4.88 | 97% |
| Returns for 1 year | 7.07 | 10.59 | 67% |
| Returns for 3 years | 11.55 | -1.97 | -586% |
| Returns for 5 years | 16.80 | -17.59 | -96% |
| Returns for 10 years | 31.39 | -2.39 | -1,312% |
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