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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
Open Charts LMSMX vs MWTRX
Western Asset SMASh Series M
Price$7.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets417.18M
TCW MetWest Total Return Bd M
Price$9.32
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets32.27B
LMSMX vs MWTRX Comparison Chart in %
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LMSMX vs. MWTRX commentary
Oct 21, 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 (417M). LMSMX pays higher dividends than MWTRX: LMSMX (4.36) vs MWTRX (3.77). LMSMX was incepted earlier than MWTRX: LMSMX (19 years) vs MWTRX (29 years). MWTRX (0.65) 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 : 7.29 vs. MWTRX (5.52). MWTRX return over 5 years is better than : -6.83 vs. LMSMX (-13.70).
| LMSMX | MWTRX | LMSMX / MWTRX | |
| Total Expense Ratio | 0.00 | 0.65 | - |
| Annual Report Gross Expense Ratio | 0.03 | 0.65 | 5% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 11.506 | 7.643 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 417M | 32.3B | 1% |
| Annual Yield % from dividends | 4.36 | 3.77 | 116% |
| Returns for 1 year | 7.29 | 5.52 | 132% |
| Returns for 3 years | 21.00 | 20.39 | 103% |
| Returns for 5 years | -13.70 | -6.83 | 201% |
| Returns for 10 years | 1.50 | 10.20 | 15% |
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