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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
Open Charts LMSMX vs MWTRX
Western Asset SMASh Series M
Price$8.04
Change-$0.03 (-0.37%)
VolumeN/A
Net Assets434.19M
TCW MetWest Total Return Bd M
Price$9.24
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets32.7B
LMSMX vs MWTRX Comparison Chart in %
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LMSMX vs. MWTRX commentary
Sep 11, 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: 32.7B vs. LMSMX (434M). LMSMX pays higher dividends than MWTRX: LMSMX (4.45) vs MWTRX (3.88). LMSMX was incepted earlier than MWTRX: LMSMX (19 years) vs MWTRX (28 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 : 3.45 vs. MWTRX (2.69). MWTRX return over 5 years is better than : -7.87 vs. LMSMX (-13.75).
| 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 | 28 years | - |
| Gain YTD | 11.864 | 6.788 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 32.7B | 1% |
| Annual Yield % from dividends | 4.45 | 3.88 | 115% |
| Returns for 1 year | 3.45 | 2.69 | 128% |
| Returns for 3 years | 9.32 | 11.04 | 84% |
| Returns for 5 years | -13.75 | -7.87 | 175% |
| Returns for 10 years | 2.49 | 9.86 | 25% |
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