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LBRIX vs RWMHX
LBRIX vs RWMHX Comparison
Open Charts LBRIX vs RWMHX
ClearBridge Dividend Strategy FI
Price$31.03
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LBRIX vs RWMHX Comparison Chart in %
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LBRIX vs. RWMHX 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 LBRIX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. LBRIX (8.72B). RWMHX pays higher dividends than LBRIX: RWMHX (1.33) vs LBRIX (1.03). LBRIX was incepted earlier than RWMHX: LBRIX (13 years) vs RWMHX (10 years). LBRIX (1.27) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than RWMHX: LBRIX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. LBRIX (-3.28). RWMHX return over 5 years is better than : 43.18 vs. LBRIX (27.44).
| LBRIX | RWMHX | LBRIX / RWMHX | |
| Total Expense Ratio | 1.15 | 0.41 | 280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.41 | 310% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.266 | 8.429 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 204B | 4% |
| Annual Yield % from dividends | 1.03 | 1.33 | 77% |
| Returns for 1 year | -3.28 | 3.91 | -84% |
| Returns for 3 years | 16.60 | 29.08 | 57% |
| Returns for 5 years | 27.44 | 43.18 | 64% |
| Returns for 10 years | 74.80 | 71.17 | 105% |
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