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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
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LMSMX vs MWTRX Comparison Chart in %
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LMSMX vs. MWTRX 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 MWTRX is a Hold.
FUNDAMENTALS
Fundamentals
MWTRX has more cash in the bank: 28.2B vs. LMSMX (339M). LMSMX pays higher dividends than MWTRX: LMSMX (4.54) vs MWTRX (3.54). LMSMX was incepted earlier than MWTRX: LMSMX (20 years) vs MWTRX (29 years). MWTRX (0.69) is less costly to investors than LMSMX (0.06). MWTRX is a more actively managed with annual turnover of: 405.00 vs. LMSMX (372.00). 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 : 3.89 vs. MWTRX (1.24). MWTRX return over 5 years is better than : -4.81 vs. LMSMX (-13.12).
| LMSMX | MWTRX | LMSMX / MWTRX | |
| Total Expense Ratio | 0.00 | 0.68 | - |
| Annual Report Gross Expense Ratio | 0.06 | 0.69 | 9% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 0.431 | -1.160 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 28.2B | 1% |
| Annual Yield % from dividends | 4.54 | 3.54 | 128% |
| Returns for 1 year | 3.89 | 1.24 | 314% |
| Returns for 3 years | 16.82 | 11.88 | 142% |
| Returns for 5 years | -13.12 | -4.81 | 273% |
| Returns for 10 years | 0.46 | 6.02 | 8% |
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