LMSMX
Price
$7.87
Change
-$0.01 (-0.13%)
Updated
Aug 5 closing price
Net Assets
433.5M
SHRMX
Price
$9.01
Change
+$0.01 (+0.11%)
Updated
Aug 5 closing price
Net Assets
3.67B
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LMSMX vs SHRMX

Header iconLMSMX vs SHRMX Comparison
Open Charts LMSMX vs SHRMXBanner chart's image
Western Asset SMASh Series M
Price$7.87
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets433.5M
Stone Ridge Hi Yld Reinsurance Risk PrmM
Price$9.01
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets3.67B
LMSMX vs SHRMX Comparison Chart in %
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LMSMX vs. SHRMX commentary
Aug 07, 2025

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 SHRMX is a Hold.

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FUNDAMENTALS
Fundamentals
SHRMX has more cash in the bank: 3.67B vs. LMSMX (433M). SHRMX pays higher dividends than LMSMX: SHRMX (14.10) vs LMSMX (4.64). LMSMX was incepted earlier than SHRMX: LMSMX (19 years) vs SHRMX (13 years). SHRMX (1.91) is less costly to investors than LMSMX (0.03). LMSMX is a more actively managed with annual turnover of: 250.00 vs. SHRMX (28.58). LMSMX has a lower initial minimum investment than SHRMX: LMSMX (0) vs SHRMX (250000). SHRMX annual gain was more profitable for investors over the last year : 13.25 vs. LMSMX (2.57). SHRMX return over 5 years is better than : 51.05 vs. LMSMX (-15.40).
LMSMXSHRMXLMSMX / SHRMX
Total Expense Ratio0.001.91-
Annual Report Gross Expense Ratio0.031.912%
Fund Existence19 years13 years-
Gain YTD8.8574.777185%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets433M3.67B12%
Annual Yield % from dividends4.6414.1033%
Returns for 1 year2.5713.2519%
Returns for 3 years1.7541.304%
Returns for 5 years-15.4051.05-30%
Returns for 10 years0.4577.381%
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