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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
Open Charts LMSMX vs MWTRX
Western Asset SMASh Series M
Price$7.63
Change-$0.08 (-1.04%)
VolumeN/A
Net Assets429.57M
TCW MetWest Total Return Bd M
Price$8.97
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets32.35B
LMSMX vs MWTRX Comparison Chart in %
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LMSMX vs. MWTRX commentary
Jul 16, 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 LMSMX is a Hold and MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 32.3B vs. LMSMX (430M). LMSMX pays higher dividends than MWTRX: LMSMX (4.69) vs MWTRX (4.12). LMSMX was incepted earlier than MWTRX: LMSMX (19 years) vs MWTRX (28 years). MWTRX (0.66) is less costly to investors than LMSMX (0.03). MWTRX is a more actively managed with annual turnover of: 418.00 vs. LMSMX (250.00). LMSMX has a lower initial minimum investment than MWTRX: LMSMX (0) vs MWTRX (5000). LMSMX annual gain was more profitable for investors over the last year : 4.77 vs. MWTRX (3.55). MWTRX return over 5 years is better than : -10.83 vs. LMSMX (-16.06).
| LMSMX | MWTRX | LMSMX / MWTRX | |
| Total Expense Ratio | 0.00 | 0.66 | - |
| Annual Report Gross Expense Ratio | 0.03 | 0.66 | 5% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 6.184 | 2.943 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 32.3B | 1% |
| Annual Yield % from dividends | 4.69 | 4.12 | 114% |
| Returns for 1 year | 4.77 | 3.55 | 134% |
| Returns for 3 years | 0.37 | 5.27 | 7% |
| Returns for 5 years | -16.06 | -10.83 | 148% |
| Returns for 10 years | -1.10 | 6.31 | -17% |
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