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LBRIX vs RWMFX
LBRIX vs RWMFX Comparison
Open Charts LBRIX vs RWMFX
ClearBridge Dividend Strategy FI
Price$32.32
Change-$0.13 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
LBRIX vs RWMFX Comparison Chart
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LBRIX vs. RWMFX commentary
Nov 18, 2024
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 LBRIX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. LBRIX (8.51B). RWMFX pays higher dividends than LBRIX: RWMFX (1.70) vs LBRIX (1.14). LBRIX was incepted earlier than RWMFX: LBRIX (12 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than RWMFX: LBRIX (0) vs RWMFX (250). RWMFX (18.45) and LBRIX (17.59) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.08 vs. LBRIX (31.99).
| LBRIX | RWMFX | LBRIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 17.514 | 13.710 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 191B | 4% |
| Annual Yield % from dividends | 1.14 | 1.70 | 67% |
| Returns for 1 year | 17.59 | 18.45 | 95% |
| Returns for 3 years | 2.42 | 10.88 | 22% |
| Returns for 5 years | 31.99 | 39.08 | 82% |
| Returns for 10 years | 74.01 | 58.37 | 127% |
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