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LMIIX vs WNYAX
LMIIX vs WNYAX Comparison
Open Charts LMIIX vs WNYAX
Western Asset Interm Maturity NY Muni I
Price$7.99
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets123.77M
Wilmington New York Municipal Bond A
Price$9.67
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets39.1M
LMIIX vs WNYAX Comparison Chart
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LMIIX vs. WNYAX commentary
May 25, 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 LMIIX is a Hold and WNYAX is a Hold.
FUNDAMENTALS
Fundamentals
LMIIX has more cash in the bank: 124M vs. WNYAX (39.1M). LMIIX pays higher dividends than WNYAX: LMIIX (2.85) vs WNYAX (2.06). LMIIX was incepted earlier than WNYAX: LMIIX (17 years) vs WNYAX (32 years). WNYAX (1.57) is less costly to investors than LMIIX (0.66). WNYAX is a more actively managed with annual turnover of: 29.00 vs. LMIIX (2.00). WNYAX has a lower initial minimum investment than LMIIX: WNYAX (1000) vs LMIIX (1000000). WNYAX annual gain was more profitable for investors over the last year : 1.84 vs. LMIIX (1.45). LMIIX return over 5 years is better than : 6.27 vs. WNYAX (0.25).
| LMIIX | WNYAX | LMIIX / WNYAX | |
| Total Expense Ratio | 0.55 | 0.81 | 68% |
| Annual Report Gross Expense Ratio | 0.66 | 1.57 | 42% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | -0.918 | -0.560 | 164% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 39.1M | 317% |
| Annual Yield % from dividends | 2.85 | 2.06 | 139% |
| Returns for 1 year | 1.45 | 1.84 | 79% |
| Returns for 3 years | 7.01 | 5.50 | 127% |
| Returns for 5 years | 6.27 | 0.25 | 2,502% |
| Returns for 10 years | 13.31 | 6.95 | 192% |
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