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LCBOX vs RWMFX
LCBOX vs RWMFX Comparison
Open Charts LCBOX vs RWMFX
ClearBridge Dividend Strategy 1
Price$31.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets8.94B
American Funds Washington Mutual R5
Price$66.78
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets207.25B
LCBOX vs RWMFX Comparison Chart in %
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LCBOX vs. RWMFX commentary
Oct 01, 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 LCBOX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. LCBOX (8.94B). RWMFX (1.43) and LCBOX (1.42) have matching dividends . LCBOX was incepted earlier than RWMFX: LCBOX (14 years) vs RWMFX (23 years). LCBOX (0.72) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than RWMFX: LCBOX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 5.74 vs. LCBOX (1.77). RWMFX return over 5 years is better than : 55.44 vs. LCBOX (40.16).
| LCBOX | RWMFX | LCBOX / RWMFX | |
| Total Expense Ratio | 0.72 | 0.31 | 232% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.436 | 9.760 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 207B | 4% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | 1.77 | 5.74 | 31% |
| Returns for 3 years | 35.83 | 47.71 | 75% |
| Returns for 5 years | 40.16 | 55.44 | 72% |
| Returns for 10 years | 94.63 | 87.57 | 108% |
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