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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy IS
Price$30.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX commentary
Dec 27, 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 LCBEX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBEX (8.98B). FWMIX pays higher dividends than LCBEX: FWMIX (1.42) vs LCBEX (1.34). 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 : 6.49 vs. LCBEX (-0.51). FWMIX return over 5 years is better than : 42.59 vs. LCBEX (21.50).
| 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 | 8.339 | 0.935 | 892% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.42 | 1.34 | 107% |
| Returns for 1 year | 6.49 | -0.51 | -1,270% |
| Returns for 3 years | 33.27 | 16.05 | 207% |
| Returns for 5 years | 42.59 | 21.50 | 198% |
| Returns for 10 years | N/A | 74.56 | - |
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