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FWMIX vs LCBOX
FWMIX vs LCBOX Comparison
Open Charts FWMIX vs LCBOX
American Funds Washington Mutual F3
Price$66.86
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
ClearBridge Dividend Strategy 1
Price$31.64
Change-$0.37 (-1.16%)
VolumeN/A
Net Assets8.93B
FWMIX vs LCBOX Comparison Chart in %
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FWMIX vs. LCBOX 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 LCBOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LCBOX (8.93B). FWMIX pays higher dividends than LCBOX: FWMIX (1.46) vs LCBOX (1.37). 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 : 3.99 vs. LCBOX (-2.06). FWMIX return over 5 years is better than : 45.62 vs. LCBOX (31.19).
| 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 | 9.968 | 7.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.93B | 2,341% |
| Annual Yield % from dividends | 1.46 | 1.37 | 106% |
| Returns for 1 year | 3.99 | -2.06 | -194% |
| Returns for 3 years | 31.99 | 20.15 | 159% |
| Returns for 5 years | 45.62 | 31.19 | 146% |
| Returns for 10 years | N/A | 83.89 | - |
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