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LBWAX vs RWMHX
LBWAX vs RWMHX Comparison
Open Charts LBWAX vs RWMHX
BrandywineGLOBAL Div US Large Value A
Price$22.28
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets97.32M
American Funds Washington Mutual R5E
Price$67.04
Change-$0.32 (-0.48%)
VolumeN/A
Net Assets209.11B
LBWAX vs RWMHX Comparison Chart in %
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LBWAX vs. RWMHX commentary
Oct 10, 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 LBWAX is a Hold and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LBWAX (97.3M). LBWAX (1.34) and RWMHX (1.33) have matching dividends . LBWAX was incepted earlier than RWMHX: LBWAX (15 years) vs RWMHX (10 years). LBWAX (1.16) is less costly to investors than RWMHX (0.41). LBWAX is a more actively managed with annual turnover of: 75.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LBWAX: RWMHX (250) vs LBWAX (1000). RWMHX annual gain was more profitable for investors over the last year : 5.15 vs. LBWAX (1.68). RWMHX return over 5 years is better than : 50.96 vs. LBWAX (38.94).
| LBWAX | RWMHX | LBWAX / RWMHX | |
| Total Expense Ratio | 1.15 | 0.41 | 280% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 11.894 | 10.322 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 209B | 0% |
| Annual Yield % from dividends | 1.34 | 1.33 | 101% |
| Returns for 1 year | 1.68 | 5.15 | 33% |
| Returns for 3 years | 31.18 | 46.35 | 67% |
| Returns for 5 years | 38.94 | 50.96 | 76% |
| Returns for 10 years | 33.45 | N/A | - |
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