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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
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 MWTSX is a Hold.
FUNDAMENTALS
Fundamentals
MWTSX has more cash in the bank: 27.4B vs. LMSMX (316M). LMSMX pays higher dividends than MWTSX: LMSMX (4.56) vs MWTSX (3.86). LMSMX was incepted earlier than MWTSX: LMSMX (20 years) vs MWTSX (15 years). MWTSX (0.38) is less costly to investors than LMSMX (0.06). MWTSX is a more actively managed with annual turnover of: 405.00 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 : -0.24 vs. MWTSX (-1.18). MWTSX return over 5 years is better than : -4.32 vs. LMSMX (-13.94).
| LMSMX | MWTSX | LMSMX / MWTSX | |
| Total Expense Ratio | 0.00 | 0.38 | - |
| Annual Report Gross Expense Ratio | 0.06 | 0.38 | 16% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -0.890 | -2.085 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 27.4B | 1% |
| Annual Yield % from dividends | 4.56 | 3.86 | 118% |
| Returns for 1 year | -0.24 | -1.18 | 20% |
| Returns for 3 years | 17.72 | 13.08 | 136% |
| Returns for 5 years | -13.94 | -4.32 | 322% |
| Returns for 10 years | -1.53 | 7.67 | -20% |