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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$66.02
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
ClearBridge Dividend Strategy IS
Price$32.65
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets8.72B
FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX commentary
Nov 20, 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 FWMIX is a Hold and LCBEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. LCBEX (8.72B). FWMIX pays higher dividends than LCBEX: FWMIX (1.46) vs LCBEX (1.37). FWMIX was incepted earlier than LCBEX: FWMIX (9 years) vs LCBEX (13 years). LCBEX (0.66) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LCBEX (19.00). FWMIX (1000000) and LCBEX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 4.07 vs. LCBEX (-2.39). FWMIX return over 5 years is better than : 44.05 vs. LCBEX (31.50).
| FWMIX | LCBEX | FWMIX / LCBEX | |
| Total Expense Ratio | 0.26 | 0.66 | 39% |
| Annual Report Gross Expense Ratio | 0.26 | 0.66 | 39% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.586 | 6.813 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.72B | 2,339% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 4.07 | -2.39 | -171% |
| Returns for 3 years | 29.65 | 19.25 | 154% |
| Returns for 5 years | 44.05 | 31.50 | 140% |
| Returns for 10 years | N/A | 83.10 | - |
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