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LCBOX vs RWMHX
LCBOX vs RWMHX Comparison
Open Charts LCBOX vs RWMHX
ClearBridge Dividend Strategy 1
Price$31.23
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets8.72B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LCBOX vs RWMHX Comparison Chart in %
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LCBOX vs. RWMHX commentary
Nov 19, 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. LCBOX (8.72B). LCBOX (1.37) and RWMHX (1.33) have matching dividends . LCBOX was incepted earlier than RWMHX: LCBOX (15 years) vs RWMHX (10 years). LCBOX (0.72) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than RWMHX: LCBOX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. LCBOX (-2.82). RWMHX return over 5 years is better than : 43.18 vs. LCBOX (29.65).
| LCBOX | RWMHX | LCBOX / RWMHX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.72 | 0.41 | 176% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.664 | 8.429 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 204B | 4% |
| Annual Yield % from dividends | 1.37 | 1.33 | 104% |
| Returns for 1 year | -2.82 | 3.91 | -72% |
| Returns for 3 years | 18.10 | 29.08 | 62% |
| Returns for 5 years | 29.65 | 43.18 | 69% |
| Returns for 10 years | 78.92 | 71.17 | 111% |
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