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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
Aug 04, 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: 28.2B vs. LMSMX (339M). LMSMX pays higher dividends than MWTIX: LMSMX (4.54) vs MWTIX (3.77). LMSMX was incepted earlier than MWTIX: LMSMX (20 years) vs MWTIX (26 years). MWTIX (0.45) is less costly to investors than LMSMX (0.06). MWTIX is a more actively managed with annual turnover of: 405.00 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 : 3.89 vs. MWTIX (1.46). MWTIX return over 5 years is better than : -3.89 vs. LMSMX (-13.12).
| LMSMX | MWTIX | LMSMX / MWTIX | |
| Total Expense Ratio | 0.00 | 0.43 | - |
| Annual Report Gross Expense Ratio | 0.06 | 0.45 | 13% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 0.431 | -1.152 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 28.2B | 1% |
| Annual Yield % from dividends | 4.54 | 3.77 | 120% |
| Returns for 1 year | 3.89 | 1.46 | 266% |
| Returns for 3 years | 16.82 | 12.47 | 135% |
| Returns for 5 years | -13.12 | -3.89 | 337% |
| Returns for 10 years | 0.46 | 8.26 | 6% |
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