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LMSMX vs MWTIX
LMSMX vs MWTIX Comparison
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LMSMX vs MWTIX Comparison Chart in %
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LMSMX vs. MWTIX commentary
Jun 18, 2026
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 LMSMX is a Hold and MWTIX is a Hold.
FUNDAMENTALS
Fundamentals
MWTIX has more cash in the bank: 28.7B vs. LMSMX (354M). LMSMX pays higher dividends than MWTIX: LMSMX (4.39) vs MWTIX (4.05). LMSMX was incepted earlier than MWTIX: LMSMX (19 years) vs MWTIX (26 years). MWTIX (0.44) is less costly to investors than LMSMX (0.03). MWTIX is a more actively managed with annual turnover of: 418.00 vs. LMSMX (372.00). LMSMX has a lower initial minimum investment than MWTIX: LMSMX (0) vs MWTIX (3000000). LMSMX annual gain was more profitable for investors over the last year : 7.65 vs. MWTIX (5.26). MWTIX return over 5 years is better than : -1.05 vs. LMSMX (-10.33).
| LMSMX | MWTIX | LMSMX / MWTIX | |
| Total Expense Ratio | 0.00 | 0.44 | - |
| Annual Report Gross Expense Ratio | 0.03 | 0.44 | 7% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 0.981 | 0.460 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 28.7B | 1% |
| Annual Yield % from dividends | 4.39 | 4.05 | 108% |
| Returns for 1 year | 7.65 | 5.26 | 145% |
| Returns for 3 years | 16.22 | 13.37 | 121% |
| Returns for 5 years | -10.33 | -1.05 | 982% |
| Returns for 10 years | 2.16 | 11.11 | 19% |
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