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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$67.48
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
ClearBridge Dividend Strategy IS
Price$33.61
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets9.01B
FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX commentary
Oct 09, 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 Buy and LCBEX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBEX (9.01B). FWMIX pays higher dividends than LCBEX: FWMIX (1.46) vs LCBEX (1.34). 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 : 6.69 vs. LCBEX (3.37). FWMIX return over 5 years is better than : 52.56 vs. LCBEX (39.22).
| 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 | 10.987 | 9.588 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 9.01B | 2,320% |
| Annual Yield % from dividends | 1.46 | 1.34 | 109% |
| Returns for 1 year | 6.69 | 3.37 | 199% |
| Returns for 3 years | 46.46 | 36.62 | 127% |
| Returns for 5 years | 52.56 | 39.22 | 134% |
| Returns for 10 years | N/A | 93.67 | - |
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