Interact to see
Advertisement
Advertisement
FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$66.40
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
ClearBridge Dividend Strategy IS
Price$32.10
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets9.23B
FWMIX vs LCBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWMIX vs. LCBEX commentary
Feb 06, 2026
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 LCBEX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. LCBEX (9.23B). FWMIX pays higher dividends than LCBEX: FWMIX (1.49) vs LCBEX (1.41). 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 : 5.58 vs. LCBEX (2.79). FWMIX return over 5 years is better than : 38.51 vs. LCBEX (23.84).
| 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 | 1.934 | 4.560 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.23B | 2,253% |
| Annual Yield % from dividends | 1.49 | 1.41 | 106% |
| Returns for 1 year | 5.58 | 2.79 | 200% |
| Returns for 3 years | 31.24 | 18.28 | 171% |
| Returns for 5 years | 38.51 | 23.84 | 162% |
| Returns for 10 years | N/A | 90.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers