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LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$39.30
Change+$0.20 (+0.51%)
VolumeN/A
Net Assets9.45B
American Funds Washington Mutual R5
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
LMPIX vs RWMFX Comparison Chart in %
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LMPIX vs. RWMFX commentary
Nov 20, 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 Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. LMPIX (9.45B). RWMFX pays higher dividends than LMPIX: RWMFX (1.41) vs LMPIX (0.34). LMPIX was incepted earlier than RWMFX: LMPIX (17 years) vs RWMFX (24 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 : 4.59 vs. LMPIX (2.46). RWMFX return over 5 years is better than : 45.02 vs. LMPIX (38.92).
| 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 | 24 years | - |
| Gain YTD | 11.460 | 8.905 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 204B | 5% |
| Annual Yield % from dividends | 0.34 | 1.41 | 24% |
| Returns for 1 year | 2.46 | 4.59 | 54% |
| Returns for 3 years | 32.39 | 29.92 | 108% |
| Returns for 5 years | 38.92 | 45.02 | 86% |
| Returns for 10 years | 92.64 | 72.75 | 127% |
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