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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
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 MWTSX is a Hold.
FUNDAMENTALS
Fundamentals
MWTSX has more cash in the bank: 28.2B vs. LMSMX (339M). LMSMX pays higher dividends than MWTSX: LMSMX (4.54) vs MWTSX (3.82). 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 : 3.89 vs. MWTSX (1.60). MWTSX return over 5 years is better than : -3.50 vs. LMSMX (-13.12).
| 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 | 0.431 | -1.071 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 25000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 28.2B | 1% |
| Annual Yield % from dividends | 4.54 | 3.82 | 119% |
| Returns for 1 year | 3.89 | 1.60 | 242% |
| Returns for 3 years | 16.82 | 12.80 | 131% |
| Returns for 5 years | -13.12 | -3.50 | 375% |
| Returns for 10 years | 0.46 | 8.64 | 5% |
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