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FWMIX vs LBRIX
FWMIX vs LBRIX Comparison
Open Charts FWMIX vs LBRIX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy FI
Price$29.24
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets8.98B
FWMIX vs LBRIX Comparison Chart in %
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FWMIX vs. LBRIX commentary
Dec 28, 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 FWMIX is a Hold and LBRIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LBRIX (8.98B). FWMIX pays higher dividends than LBRIX: FWMIX (1.42) vs LBRIX (1.00). FWMIX was incepted earlier than LBRIX: FWMIX (9 years) vs LBRIX (13 years). LBRIX (1.27) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than FWMIX: LBRIX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.17 vs. LBRIX (-1.46). FWMIX return over 5 years is better than : 42.57 vs. LBRIX (17.18).
| FWMIX | LBRIX | FWMIX / LBRIX | |
| Total Expense Ratio | 0.26 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.27 | 20% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.323 | -0.025 | -33,374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,328% |
| Annual Yield % from dividends | 1.42 | 1.00 | 142% |
| Returns for 1 year | 6.17 | -1.46 | -422% |
| Returns for 3 years | 33.20 | 13.14 | 253% |
| Returns for 5 years | 42.57 | 17.18 | 248% |
| Returns for 10 years | N/A | 66.05 | - |
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