FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
LGVAX
Price
$99.53
Change
-$2.72 (-2.66%)
Updated
Feb 3 closing price
Net Assets
4.07B
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FWMIX vs LGVAX

Header iconFWMIX vs LGVAX Comparison
Open Charts FWMIX vs LGVAXBanner chart's image
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
ClearBridge Value A
Price$99.53
Change-$2.72 (-2.66%)
VolumeN/A
Net Assets4.07B
FWMIX vs LGVAX Comparison Chart in %
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FWMIX vs. LGVAX commentary
Feb 04, 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 LGVAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. LGVAX (4.08B). FWMIX pays higher dividends than LGVAX: FWMIX (1.49) vs LGVAX (1.27). FWMIX was incepted earlier than LGVAX: FWMIX (9 years) vs LGVAX (17 years). LGVAX (1.04) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LGVAX (0.53). LGVAX has a lower initial minimum investment than FWMIX: LGVAX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.56 vs. LGVAX (3.26). FWMIX return over 5 years is better than : 38.07 vs. LGVAX (6.49).
FWMIXLGVAXFWMIX / LGVAX
Total Expense Ratio0.261.0126%
Annual Report Gross Expense Ratio0.261.0425%
Fund Existence9 years17 years-
Gain YTD1.5355.60227%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B4.08B5,104%
Annual Yield % from dividends1.491.27117%
Returns for 1 year5.563.26171%
Returns for 3 years30.7312.12254%
Returns for 5 years38.076.49586%
Returns for 10 yearsN/A88.63-
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