Interact to see
Advertisement
Advertisement
LMESX vs RWMFX
LMESX vs RWMFX Comparison
Open Charts LMESX vs RWMFX
ClearBridge Appreciation IS
Price$39.40
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets9.71B
American Funds Washington Mutual R5
Price$67.48
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
LMESX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMESX 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 LMESX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. LMESX (9.71B). RWMFX pays higher dividends than LMESX: RWMFX (1.42) vs LMESX (0.72). LMESX was incepted earlier than RWMFX: LMESX (17 years) vs RWMFX (23 years). LMESX (0.56) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LMESX (17.00). RWMFX has a lower initial minimum investment than LMESX: RWMFX (250) vs LMESX (1000000). LMESX annual gain was more profitable for investors over the last year : 7.96 vs. RWMFX (6.63). RWMFX return over 5 years is better than : 52.27 vs. LMESX (47.99).
| LMESX | RWMFX | LMESX / RWMFX | |
| Total Expense Ratio | 0.56 | 0.31 | 181% |
| Annual Report Gross Expense Ratio | 0.56 | 0.31 | 181% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 13.830 | 10.927 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 209B | 5% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 7.96 | 6.63 | 120% |
| Returns for 3 years | 49.56 | 46.26 | 107% |
| Returns for 5 years | 47.99 | 52.27 | 92% |
| Returns for 10 years | 108.57 | 82.85 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DSPY | 57.68 | 0.31 | +0.54% |
| Tema S&P 500 Historical Weight ETF | |||
| BBN | 16.68 | 0.07 | +0.42% |
| BlackRock Taxable Municipal | |||
| CHIQ | 24.10 | 0.09 | +0.37% |
| Global X MSCI China Consumer Disc ETF | |||
| BSTP | 36.54 | 0.12 | +0.34% |
| Innovator Buffer Step-Up Strategy ETF | |||
| SECR | 26.10 | N/A | N/A |
| NYLI MacKay Securitized Income ETF | |||