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FWMIX vs LCBEX
FWMIX vs LCBEX Comparison
Open Charts FWMIX vs LCBEX
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
ClearBridge Dividend Strategy IS
Price$33.34
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets8.94B
FWMIX vs LCBEX Comparison Chart in %
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FWMIX vs. LCBEX commentary
Oct 19, 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: 207B vs. LCBEX (8.94B). FWMIX pays higher dividends than LCBEX: FWMIX (1.46) 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 : 4.16 vs. LCBEX (-0.10). FWMIX return over 5 years is better than : 50.55 vs. LCBEX (38.31).
| 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 | 9.803 | 8.870 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.94B | 2,316% |
| Annual Yield % from dividends | 1.46 | 1.34 | 109% |
| Returns for 1 year | 4.16 | -0.10 | -4,268% |
| Returns for 3 years | 42.02 | 31.84 | 132% |
| Returns for 5 years | 50.55 | 38.31 | 132% |
| Returns for 10 years | N/A | 91.02 | - |
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