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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy IS
Price$33.09
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets8.93B
FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX 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 LCBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBEX (8.93B). FWMIX pays higher dividends than LCBEX: FWMIX (1.46) vs LCBEX (1.37). FWMIX was incepted earlier than LCBEX: FWMIX (9 years) vs LCBEX (13 years). LCBEX (0.66) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LCBEX (19.00). FWMIX (1000000) and LCBEX (1000000) have matching initial minimum investment requirements. FWMIX annual gain was more profitable for investors over the last year : 3.99 vs. LCBEX (-1.63). FWMIX return over 5 years is better than : 45.62 vs. LCBEX (33.12).
| FWMIX | LCBEX | FWMIX / LCBEX | |
| Total Expense Ratio | 0.26 | 0.66 | 39% |
| Annual Report Gross Expense Ratio | 0.26 | 0.66 | 39% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.968 | 8.053 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.46 | 1.37 | 107% |
| Returns for 1 year | 3.99 | -1.63 | -245% |
| Returns for 3 years | 31.99 | 21.35 | 150% |
| Returns for 5 years | 45.62 | 33.12 | 138% |
| Returns for 10 years | N/A | 88.14 | - |
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