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FWMIX vs LCBOX
FWMIX vs LCBOX Comparison
Open Charts FWMIX vs LCBOX
American Funds Washington Mutual F3
Price$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy 1
Price$29.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
FWMIX vs LCBOX Comparison Chart in %
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FWMIX vs. LCBOX 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 LCBOX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBOX (8.98B). FWMIX pays higher dividends than LCBOX: FWMIX (1.42) vs LCBOX (1.34). FWMIX was incepted earlier than LCBOX: FWMIX (9 years) vs LCBOX (15 years). LCBOX (0.72) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than FWMIX: LCBOX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.49 vs. LCBOX (-0.98). FWMIX return over 5 years is better than : 42.59 vs. LCBOX (19.23).
| FWMIX | LCBOX | FWMIX / LCBOX | |
| Total Expense Ratio | 0.26 | 0.72 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.72 | 36% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.339 | 0.355 | 2,348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 1.42 | 1.34 | 106% |
| Returns for 1 year | 6.49 | -0.98 | -662% |
| Returns for 3 years | 33.27 | 14.66 | 227% |
| Returns for 5 years | 42.59 | 19.23 | 221% |
| Returns for 10 years | N/A | 71.23 | - |
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