FWMIX
Price
$67.34
Change
-$0.17 (-0.25%)
Updated
Oct 7 closing price
Net Assets
209.3B
LMVFX
Price
$127.98
Change
-$0.32 (-0.25%)
Updated
Oct 7 closing price
Net Assets
3.97B
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FWMIX vs LMVFX

Header iconFWMIX vs LMVFX Comparison
Open Charts FWMIX vs LMVFXBanner chart's image
American Funds Washington Mutual F3
Price$67.34
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
ClearBridge Value FI
Price$127.98
Change-$0.32 (-0.25%)
VolumeN/A
Net Assets3.97B
FWMIX vs LMVFX Comparison Chart in %
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FWMIX vs. LMVFX commentary
Oct 08, 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 LMVFX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVFX (3.97B). FWMIX pays higher dividends than LMVFX: FWMIX (1.46) vs LMVFX (0.37). FWMIX was incepted earlier than LMVFX: FWMIX (9 years) vs LMVFX (25 years). LMVFX (1.17) is less costly to investors than FWMIX (0.26). LMVFX is a more actively managed with annual turnover of: 54.00 vs. FWMIX (29.00). LMVFX has a lower initial minimum investment than FWMIX: LMVFX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 7.12 vs. LMVFX (0.31). FWMIX return over 5 years is better than : 52.89 vs. LMVFX (42.34).
FWMIXLMVFXFWMIX / LMVFX
Total Expense Ratio0.261.1423%
Annual Report Gross Expense Ratio0.261.1722%
Fund Existence9 years25 years-
Gain YTD10.7578.747123%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.97B5,268%
Annual Yield % from dividends1.460.37397%
Returns for 1 year7.120.312,286%
Returns for 3 years46.1629.57156%
Returns for 5 years52.8942.34125%
Returns for 10 yearsN/A85.57-
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