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FWMIX vs LMMRX
FWMIX vs LMMRX Comparison
Open Charts FWMIX vs LMMRX
American Funds Washington Mutual F3
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
ClearBridge Dividend Strategy R
Price$30.85
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets8.71B
FWMIX vs LMMRX Comparison Chart in %
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FWMIX vs. LMMRX 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 LMMRX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 204B vs. LMMRX (8.71B). FWMIX pays higher dividends than LMMRX: FWMIX (1.46) vs LMMRX (0.80). FWMIX was incepted earlier than LMMRX: FWMIX (9 years) vs LMMRX (14 years). LMMRX (1.35) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LMMRX (19.00). LMMRX has a lower initial minimum investment than FWMIX: LMMRX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.65 vs. LMMRX (-3.55). FWMIX return over 5 years is better than : 45.30 vs. LMMRX (26.00).
| FWMIX | LMMRX | FWMIX / LMMRX | |
| Total Expense Ratio | 0.26 | 1.35 | 19% |
| Annual Report Gross Expense Ratio | 0.26 | 1.35 | 19% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 8.964 | 5.840 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 8.71B | 2,343% |
| Annual Yield % from dividends | 1.46 | 0.80 | 183% |
| Returns for 1 year | 4.65 | -3.55 | -131% |
| Returns for 3 years | 30.10 | 15.45 | 195% |
| Returns for 5 years | 45.30 | 26.00 | 174% |
| Returns for 10 years | N/A | 69.86 | - |
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