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FWMIX vs LBWAX
FWMIX vs LBWAX Comparison
Open Charts FWMIX vs LBWAX
American Funds Washington Mutual F3
Price$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
BrandywineGLOBAL Div US Large Value A
Price$21.10
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets97.39M
FWMIX vs LBWAX Comparison Chart in %
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FWMIX vs. LBWAX commentary
Dec 27, 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 LBWAX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LBWAX (97.4M). FWMIX pays higher dividends than LBWAX: FWMIX (1.42) vs LBWAX (1.31). FWMIX was incepted earlier than LBWAX: FWMIX (9 years) vs LBWAX (15 years). LBWAX (1.16) is less costly to investors than FWMIX (0.26). LBWAX is a more actively managed with annual turnover of: 57.00 vs. FWMIX (29.00). LBWAX has a lower initial minimum investment than FWMIX: LBWAX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.49 vs. LBWAX (4.15). FWMIX return over 5 years is better than : 42.59 vs. LBWAX (22.13).
| FWMIX | LBWAX | FWMIX / LBWAX | |
| Total Expense Ratio | 0.26 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.16 | 22% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.339 | 5.447 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 97.4M | 214,579% |
| Annual Yield % from dividends | 1.42 | 1.31 | 109% |
| Returns for 1 year | 6.49 | 4.15 | 156% |
| Returns for 3 years | 33.27 | 22.17 | 150% |
| Returns for 5 years | 42.59 | 22.13 | 193% |
| Returns for 10 years | N/A | 31.67 | - |
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