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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
Jun 18, 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: 28.7B vs. LMSMX (354M). LMSMX pays higher dividends than MWTRX: LMSMX (4.39) vs MWTRX (3.81). 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 (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 : 7.65 vs. MWTRX (5.13). MWTRX return over 5 years is better than : -2.02 vs. LMSMX (-10.33).
| 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 | 0.981 | 0.468 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 28.7B | 1% |
| Annual Yield % from dividends | 4.39 | 3.81 | 115% |
| Returns for 1 year | 7.65 | 5.13 | 149% |
| Returns for 3 years | 16.22 | 12.74 | 127% |
| Returns for 5 years | -10.33 | -2.02 | 511% |
| Returns for 10 years | 2.16 | 8.78 | 25% |
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