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FWMIX vs LCBDX
FWMIX vs LCBDX Comparison
Open Charts FWMIX vs LCBDX
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
ClearBridge Tactical Dividend Income IS
Price$25.34
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets355.81M
FWMIX vs LCBDX Comparison Chart in %
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FWMIX vs. LCBDX commentary
Nov 14, 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 Buy and LCBDX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBDX (356M). LCBDX pays higher dividends than FWMIX: LCBDX (3.38) vs FWMIX (1.46). FWMIX was incepted earlier than LCBDX: FWMIX (9 years) vs LCBDX (12 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 : 5.34 vs. LCBDX (3.38). LCBDX return over 5 years is better than : 80.65 vs. FWMIX (47.69).
| 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 | 12 years | - |
| Gain YTD | 11.530 | 3.786 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 356M | 58,708% |
| Annual Yield % from dividends | 1.46 | 3.38 | 43% |
| Returns for 1 year | 5.34 | 3.38 | 158% |
| Returns for 3 years | 32.99 | 43.62 | 76% |
| Returns for 5 years | 47.69 | 80.65 | 59% |
| Returns for 10 years | N/A | 129.62 | - |
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