Ad is loading...
Ad is loading...
LCBEX vs RWMFX
LCBEX vs RWMFX Comparison
Open Charts LCBEX vs RWMFX
ClearBridge Dividend Strategy IS
Price$33.83
Change-$0.14 (-0.41%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
LCBEX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. RWMFX commentary
Nov 18, 2024
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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. LCBEX (8.51B). RWMFX pays higher dividends than LCBEX: RWMFX (1.70) vs LCBEX (1.44). LCBEX was incepted earlier than RWMFX: LCBEX (12 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. LCBEX (19.00). RWMFX has a lower initial minimum investment than LCBEX: RWMFX (250) vs LCBEX (1000000). LCBEX (18.46) and RWMFX (18.45) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.08 vs. LCBEX (35.32).
| LCBEX | RWMFX | LCBEX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 18.063 | 13.710 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 191B | 4% |
| Annual Yield % from dividends | 1.44 | 1.70 | 85% |
| Returns for 1 year | 18.46 | 18.45 | 100% |
| Returns for 3 years | 4.49 | 10.88 | 41% |
| Returns for 5 years | 35.32 | 39.08 | 90% |
| Returns for 10 years | 80.75 | 58.37 | 138% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DPRCX | 12.19 | 0.02 | +0.16% |
| Delaware Global Listed Real Assets C | |||
| NZDCHF | 0.52 | -0.00 | -0.04% |
| New Zealand Dollar - Switzerland Franc | |||
| FGIRX | 43.86 | -0.32 | -0.72% |
| Fidelity Advisor Growth & Income A | |||
| LRSYX | 23.58 | -0.20 | -0.84% |
| Lord Abbett Small Cap Value I | |||
| FAMRX | 27.45 | -0.30 | -1.08% |
| Fidelity Asset Manager 85% | |||