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LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$39.17
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets9.52B
American Funds Washington Mutual R5
Price$67.01
Change-$0.24 (-0.36%)
VolumeN/A
Net Assets206.56B
LMPIX vs RWMFX Comparison Chart in %
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LMPIX vs. RWMFX commentary
Sep 15, 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 LMPIX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. LMPIX (9.52B). RWMFX pays higher dividends than LMPIX: RWMFX (1.43) vs LMPIX (0.35). LMPIX was incepted earlier than RWMFX: LMPIX (17 years) vs RWMFX (23 years). LMPIX (1.00) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LMPIX (17.00). LMPIX has a lower initial minimum investment than RWMFX: LMPIX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 8.25 vs. LMPIX (7.07). RWMFX return over 5 years is better than : 55.22 vs. LMPIX (47.98).
| LMPIX | RWMFX | LMPIX / RWMFX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 11.659 | 9.752 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 207B | 5% |
| Annual Yield % from dividends | 0.35 | 1.43 | 24% |
| Returns for 1 year | 7.07 | 8.25 | 86% |
| Returns for 3 years | 36.58 | 36.23 | 101% |
| Returns for 5 years | 47.98 | 55.22 | 87% |
| Returns for 10 years | 105.89 | 85.61 | 124% |
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