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LCBEX vs RWMFX
LCBEX vs RWMFX Comparison
Open Charts LCBEX vs RWMFX
ClearBridge Dividend Strategy IS
Price$33.61
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets9.01B
American Funds Washington Mutual R5
Price$67.48
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
LCBEX vs RWMFX Comparison Chart in %
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LCBEX vs. RWMFX commentary
Oct 09, 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 LCBEX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. LCBEX (9.01B). RWMFX pays higher dividends than LCBEX: RWMFX (1.42) vs LCBEX (1.34). LCBEX was incepted earlier than RWMFX: LCBEX (13 years) vs RWMFX (23 years). LCBEX (0.66) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LCBEX (19.00). RWMFX has a lower initial minimum investment than LCBEX: RWMFX (250) vs LCBEX (1000000). RWMFX annual gain was more profitable for investors over the last year : 6.63 vs. LCBEX (3.37). RWMFX return over 5 years is better than : 52.27 vs. LCBEX (39.22).
| LCBEX | RWMFX | LCBEX / RWMFX | |
| Total Expense Ratio | 0.66 | 0.31 | 213% |
| Annual Report Gross Expense Ratio | 0.66 | 0.31 | 213% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.588 | 10.927 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 209B | 4% |
| Annual Yield % from dividends | 1.34 | 1.42 | 95% |
| Returns for 1 year | 3.37 | 6.63 | 51% |
| Returns for 3 years | 36.62 | 46.26 | 79% |
| Returns for 5 years | 39.22 | 52.27 | 75% |
| Returns for 10 years | 93.67 | 82.85 | 113% |
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