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LMMRX vs RWMFX
LMMRX vs RWMFX Comparison
Open Charts LMMRX vs RWMFX
ClearBridge Dividend Strategy R
Price$32.16
Change-$0.13 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
LMMRX vs RWMFX Comparison Chart
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LMMRX 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 LMMRX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. LMMRX (8.51B). RWMFX pays higher dividends than LMMRX: RWMFX (1.70) vs LMMRX (0.90). LMMRX was incepted earlier than RWMFX: LMMRX (13 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. LMMRX (19.00). LMMRX has a lower initial minimum investment than RWMFX: LMMRX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 18.45 vs. LMMRX (17.32). RWMFX return over 5 years is better than : 39.08 vs. LMMRX (30.15).
| LMMRX | RWMFX | LMMRX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 17.319 | 13.710 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 191B | 4% |
| Annual Yield % from dividends | 0.90 | 1.70 | 53% |
| Returns for 1 year | 17.32 | 18.45 | 94% |
| Returns for 3 years | 1.40 | 10.88 | 13% |
| Returns for 5 years | 30.15 | 39.08 | 77% |
| Returns for 10 years | 69.83 | 58.37 | 120% |
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