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LMIIX vs WNYAX
LMIIX vs WNYAX Comparison
Open Charts LMIIX vs WNYAX
Western Asset Interm Maturity NY Muni I
Price$8.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets120.22M
Wilmington New York Municipal Bond A
Price$9.74
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets39.92M
LMIIX vs WNYAX Comparison Chart in %
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LMIIX vs. WNYAX commentary
Jun 27, 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: 120M vs. WNYAX (39.9M). LMIIX pays higher dividends than WNYAX: LMIIX (2.87) vs WNYAX (2.08). 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 : 1.55 vs. LMIIX (0.97). LMIIX return over 5 years is better than : 5.73 vs. WNYAX (0.08).
| 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 | -0.295 | 0.148 | -200% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 39.9M | 301% |
| Annual Yield % from dividends | 2.87 | 2.08 | 138% |
| Returns for 1 year | 0.97 | 1.55 | 62% |
| Returns for 3 years | 7.75 | 6.13 | 126% |
| Returns for 5 years | 5.73 | 0.08 | 6,998% |
| Returns for 10 years | 13.97 | 7.53 | 186% |
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