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FWMIX vs LBWIX
FWMIX vs LBWIX Comparison
Open Charts FWMIX vs LBWIX
American Funds Washington Mutual F3
Price$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
BrandywineGLOBAL Div US Large Value I
Price$21.17
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets97.39M
FWMIX vs LBWIX Comparison Chart in %
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FWMIX vs. LBWIX commentary
Dec 26, 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 LBWIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LBWIX (97.4M). LBWIX pays higher dividends than FWMIX: LBWIX (1.51) vs FWMIX (1.42). FWMIX was incepted earlier than LBWIX: FWMIX (9 years) vs LBWIX (15 years). LBWIX (0.88) is less costly to investors than FWMIX (0.26). LBWIX is a more actively managed with annual turnover of: 57.00 vs. FWMIX (29.00). FWMIX (1000000) and LBWIX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 6.49 vs. LBWIX (4.44). FWMIX return over 5 years is better than : 42.59 vs. LBWIX (23.93).
| FWMIX | LBWIX | FWMIX / LBWIX | |
| Total Expense Ratio | 0.26 | 0.80 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.88 | 30% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.339 | 5.691 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 97.4M | 214,579% |
| Annual Yield % from dividends | 1.42 | 1.51 | 94% |
| Returns for 1 year | 6.49 | 4.44 | 146% |
| Returns for 3 years | 33.27 | 23.20 | 143% |
| Returns for 5 years | 42.59 | 23.93 | 178% |
| Returns for 10 years | N/A | 34.78 | - |
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