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LCBDX vs RWMHX
LCBDX vs RWMHX Comparison
Open Charts LCBDX vs RWMHX
ClearBridge Tactical Dividend Income IS
Price$24.71
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets347.78M
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LCBDX vs RWMHX Comparison Chart in %
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LCBDX 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 LCBDX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. LCBDX (348M). LCBDX pays higher dividends than RWMHX: LCBDX (3.38) vs RWMHX (1.33). LCBDX was incepted earlier than RWMHX: LCBDX (13 years) vs RWMHX (10 years). LCBDX (1.07) is less costly to investors than RWMHX (0.41). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LCBDX: RWMHX (250) vs LCBDX (1000000). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. LCBDX (1.13). LCBDX return over 5 years is better than : 74.22 vs. RWMHX (43.18).
| LCBDX | RWMHX | LCBDX / RWMHX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.07 | 0.41 | 261% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.492 | 8.429 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 204B | 0% |
| Annual Yield % from dividends | 3.38 | 1.33 | 255% |
| Returns for 1 year | 1.13 | 3.91 | 29% |
| Returns for 3 years | 42.39 | 29.08 | 146% |
| Returns for 5 years | 74.22 | 43.18 | 172% |
| Returns for 10 years | 121.76 | 71.17 | 171% |
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