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FXIDX vs LMSMX
FXIDX vs LMSMX Comparison
Open Charts FXIDX vs LMSMX
PIMCO Fixed Income SHares LD
Price$8.99
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets52.88M
Western Asset SMASh Series M
Price$7.66
Change+$0.06 (+0.79%)
VolumeN/A
Net Assets438.01M
FXIDX vs LMSMX Comparison Chart
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FXIDX vs. LMSMX commentary
Jun 12, 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: 438M vs. FXIDX (52.9M). FXIDX (4.86) and LMSMX (4.81) have matching dividends . FXIDX was incepted earlier than LMSMX: FXIDX (11 years) vs LMSMX (18 years). FXIDX (1.36) is less costly to investors than LMSMX (0.02). FXIDX is a more actively managed with annual turnover of: 414.00 vs. LMSMX (250.00). FXIDX (0) and LMSMX (0) have matching initial minimum investment requirements. FXIDX annual gain was more profitable for investors over the last year : 7.04 vs. LMSMX (6.18). FXIDX return over 5 years is better than : 14.17 vs. LMSMX (-19.82).
| FXIDX | LMSMX | FXIDX / LMSMX | |
| Total Expense Ratio | 1.36 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.36 | 0.02 | 6,800% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 2.209 | 4.285 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 438M | 12% |
| Annual Yield % from dividends | 4.86 | 4.81 | 101% |
| Returns for 1 year | 7.04 | 6.18 | 114% |
| Returns for 3 years | 13.20 | 0.30 | 4,428% |
| Returns for 5 years | 14.17 | -19.82 | -71% |
| Returns for 10 years | 31.59 | -2.12 | -1,487% |
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