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LBWIX vs RWMHX
LBWIX vs RWMHX Comparison
Open Charts LBWIX vs RWMHX
BrandywineGLOBAL Div US Large Value I
Price$22.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets93.24M
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
LBWIX vs RWMHX Comparison Chart in %
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LBWIX 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 LBWIX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. LBWIX (93.2M). LBWIX pays higher dividends than RWMHX: LBWIX (1.56) vs RWMHX (1.33). LBWIX was incepted earlier than RWMHX: LBWIX (15 years) vs RWMHX (10 years). LBWIX (0.88) is less costly to investors than RWMHX (0.41). LBWIX is a more actively managed with annual turnover of: 75.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LBWIX: RWMHX (250) vs LBWIX (1000000). RWMHX annual gain was more profitable for investors over the last year : 4.48 vs. LBWIX (-0.70). RWMHX return over 5 years is better than : 44.42 vs. LBWIX (36.33).
| LBWIX | RWMHX | LBWIX / RWMHX | |
| Total Expense Ratio | 0.80 | 0.41 | 195% |
| Annual Report Gross Expense Ratio | 0.88 | 0.41 | 215% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 12.631 | 8.808 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.2M | 204B | 0% |
| Annual Yield % from dividends | 1.56 | 1.33 | 118% |
| Returns for 1 year | -0.70 | 4.48 | -16% |
| Returns for 3 years | 16.35 | 29.53 | 55% |
| Returns for 5 years | 36.33 | 44.42 | 82% |
| Returns for 10 years | 31.82 | 71.77 | 44% |
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