FWMIX
Price
$66.76
Change
+$0.27 (+0.41%)
Updated
Oct 17 closing price
Net Assets
205.87B
LMVTX
Price
$98.09
Change
+$0.29 (+0.30%)
Updated
Oct 17 closing price
Net Assets
3.91B
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FWMIX vs LMVTX

Header iconFWMIX vs LMVTX Comparison
Open Charts FWMIX vs LMVTXBanner chart's image
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
ClearBridge Value C
Price$98.09
Change+$0.29 (+0.30%)
VolumeN/A
Net Assets3.91B
FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX commentary
Oct 18, 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 LMVTX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 206B vs. LMVTX (3.91B). FWMIX pays higher dividends than LMVTX: FWMIX (1.46) vs LMVTX (0.04). FWMIX was incepted earlier than LMVTX: FWMIX (9 years) vs LMVTX (44 years). LMVTX (1.76) is less costly to investors than FWMIX (0.26). LMVTX is a more actively managed with annual turnover of: 54.00 vs. FWMIX (29.00). LMVTX has a lower initial minimum investment than FWMIX: LMVTX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 3.80 vs. LMVTX (-5.60). FWMIX return over 5 years is better than : 49.95 vs. LMVTX (24.37).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD9.3596.897136%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets206B3.91B5,271%
Annual Yield % from dividends1.460.043,932%
Returns for 1 year3.80-5.60-68%
Returns for 3 years43.0718.12238%
Returns for 5 years49.9524.37205%
Returns for 10 yearsN/A58.45-
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