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LMSMX vs MWTSX
LMSMX vs MWTSX Comparison
Open Charts LMSMX vs MWTSX
LMSMX vs MWTSX Comparison Chart in %
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LMSMX vs. MWTSX 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 MWTSX is a Hold.
FUNDAMENTALS
Fundamentals
MWTSX has more cash in the bank: 28.7B vs. LMSMX (354M). LMSMX pays higher dividends than MWTSX: LMSMX (4.39) vs MWTSX (4.11). LMSMX was incepted earlier than MWTSX: LMSMX (19 years) vs MWTSX (15 years). MWTSX (0.37) is less costly to investors than LMSMX (0.03). MWTSX is a more actively managed with annual turnover of: 418.00 vs. LMSMX (372.00). LMSMX has a lower initial minimum investment than MWTSX: LMSMX (0) vs MWTSX (25000000). LMSMX annual gain was more profitable for investors over the last year : 7.65 vs. MWTSX (5.40). MWTSX return over 5 years is better than : -0.57 vs. LMSMX (-10.33).
| LMSMX | MWTSX | LMSMX / MWTSX | |
| Total Expense Ratio | 0.00 | 0.37 | - |
| Annual Report Gross Expense Ratio | 0.03 | 0.37 | 8% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 0.981 | 0.541 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 28.7B | 1% |
| Annual Yield % from dividends | 4.39 | 4.11 | 107% |
| Returns for 1 year | 7.65 | 5.40 | 142% |
| Returns for 3 years | 16.22 | 13.72 | 118% |
| Returns for 5 years | -10.33 | -0.57 | 1,817% |
| Returns for 10 years | 2.16 | 11.55 | 19% |
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