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LMSMX vs MWTRX
LMSMX vs MWTRX Comparison
Open Charts LMSMX vs MWTRX
LMSMX vs MWTRX Comparison Chart in %
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LMSMX vs. MWTRX commentary
Sep 15, 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: 27.4B vs. LMSMX (316M). LMSMX pays higher dividends than MWTRX: LMSMX (4.56) vs MWTRX (3.57). 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 : -0.24 vs. MWTRX (-1.59). MWTRX return over 5 years is better than : -5.86 vs. LMSMX (-13.94).
| 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 | -0.890 | -2.341 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 27.4B | 1% |
| Annual Yield % from dividends | 4.56 | 3.57 | 127% |
| Returns for 1 year | -0.24 | -1.59 | 15% |
| Returns for 3 years | 17.72 | 12.00 | 148% |
| Returns for 5 years | -13.94 | -5.86 | 238% |
| Returns for 10 years | -1.53 | 4.90 | -31% |
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