Interact to see
Advertisement
Advertisement
LCBOX vs RWMFX
LCBOX vs RWMFX Comparison
Open Charts LCBOX vs RWMFX
ClearBridge Dividend Strategy 1
Price$31.58
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets8.86B
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
LCBOX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBOX vs. RWMFX commentary
Sep 08, 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 Hold and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. LCBOX (8.86B). 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 : 7.95 vs. LCBOX (4.16). RWMFX return over 5 years is better than : 50.81 vs. LCBOX (36.30).
| 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 | 7.348 | 8.213 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 205B | 4% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | 4.16 | 7.95 | 52% |
| Returns for 3 years | 22.90 | 34.82 | 66% |
| Returns for 5 years | 36.30 | 50.81 | 71% |
| Returns for 10 years | 91.52 | 83.34 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement