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FWMIX vs LCBDX
FWMIX vs LCBDX Comparison
Open Charts FWMIX vs LCBDX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
ClearBridge Tactical Dividend Income IS
Price$25.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets354.97M
FWMIX vs LCBDX Comparison Chart in %
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FWMIX vs. LCBDX commentary
Dec 04, 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 StrongBuy and LCBDX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBDX (355M). LCBDX pays higher dividends than FWMIX: LCBDX (3.33) vs FWMIX (1.42). FWMIX was incepted earlier than LCBDX: FWMIX (9 years) vs LCBDX (13 years). LCBDX (1.07) is less costly to investors than FWMIX (0.26). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FWMIX (29.00). FWMIX (1000000) and LCBDX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 4.79 vs. LCBDX (0.80). LCBDX return over 5 years is better than : 73.61 vs. FWMIX (44.91).
| FWMIX | LCBDX | FWMIX / LCBDX | |
| Total Expense Ratio | 0.26 | 1.07 | 24% |
| Annual Report Gross Expense Ratio | 0.26 | 1.07 | 24% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 11.908 | 3.990 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 355M | 58,873% |
| Annual Yield % from dividends | 1.42 | 3.33 | 43% |
| Returns for 1 year | 4.79 | 0.80 | 597% |
| Returns for 3 years | 29.93 | 43.32 | 69% |
| Returns for 5 years | 44.91 | 73.61 | 61% |
| Returns for 10 years | N/A | 131.81 | - |
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