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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
Open Charts LMSMX vs MWTRX
Western Asset SMASh Series M
Price$7.76
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets472.74M
TCW MetWest Total Return Bd M
Price$9.08
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets33.83B
LMSMX vs MWTRX Comparison Chart
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LMSMX vs. MWTRX commentary
Apr 30, 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: 33.8B vs. LMSMX (473M). LMSMX pays higher dividends than MWTRX: LMSMX (4.88) vs MWTRX (4.16). LMSMX was incepted earlier than MWTRX: LMSMX (18 years) vs MWTRX (28 years). MWTRX (0.66) is less costly to investors than LMSMX (0.02). MWTRX is a more actively managed with annual turnover of: 450.00 vs. LMSMX (46.00). 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 : 10.56 vs. MWTRX (7.85). MWTRX return over 5 years is better than : -8.65 vs. LMSMX (-17.16).
| LMSMX | MWTRX | LMSMX / MWTRX | |
| Total Expense Ratio | 0.00 | 0.66 | - |
| Annual Report Gross Expense Ratio | 0.02 | 0.66 | 3% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 5.735 | 2.934 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 33.8B | 1% |
| Annual Yield % from dividends | 4.88 | 4.16 | 117% |
| Returns for 1 year | 10.56 | 7.85 | 135% |
| Returns for 3 years | -1.46 | 3.82 | -38% |
| Returns for 5 years | -17.16 | -8.65 | 198% |
| Returns for 10 years | -1.88 | 5.26 | -36% |
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