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FWMIX vs SBPLX
FWMIX vs SBPLX Comparison
Open Charts FWMIX vs SBPLX
American Funds Washington Mutual F3
Price$67.48
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
ClearBridge Dividend Strategy C
Price$31.42
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.01B
FWMIX vs SBPLX Comparison Chart in %
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FWMIX vs. SBPLX 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 SBPLX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. SBPLX (9.01B). FWMIX pays higher dividends than SBPLX: FWMIX (1.46) vs SBPLX (0.45). FWMIX was incepted earlier than SBPLX: FWMIX (9 years) vs SBPLX (27 years). SBPLX (1.74) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. SBPLX (19.00). SBPLX has a lower initial minimum investment than FWMIX: SBPLX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.69 vs. SBPLX (1.64). FWMIX return over 5 years is better than : 52.56 vs. SBPLX (30.00).
| FWMIX | SBPLX | FWMIX / SBPLX | |
| Total Expense Ratio | 0.26 | 1.74 | 15% |
| Annual Report Gross Expense Ratio | 0.26 | 1.74 | 15% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 10.987 | 8.510 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 9.01B | 2,320% |
| Annual Yield % from dividends | 1.46 | 0.45 | 328% |
| Returns for 1 year | 6.69 | 1.64 | 408% |
| Returns for 3 years | 46.46 | 30.69 | 151% |
| Returns for 5 years | 52.56 | 30.00 | 175% |
| Returns for 10 years | N/A | 74.77 | - |