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FWMIX vs LMMRX
FWMIX vs LMMRX Comparison
Open Charts FWMIX vs LMMRX
American Funds Washington Mutual F3
Price$66.76
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
ClearBridge Dividend Strategy R
Price$31.54
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets8.94B
FWMIX vs LMMRX Comparison Chart in %
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FWMIX vs. LMMRX commentary
Oct 21, 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 StrongBuy and LMMRX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 207B vs. LMMRX (8.94B). FWMIX pays higher dividends than LMMRX: FWMIX (1.46) vs LMMRX (0.78). FWMIX was incepted earlier than LMMRX: FWMIX (9 years) vs LMMRX (14 years). LMMRX (1.35) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LMMRX (19.00). LMMRX has a lower initial minimum investment than FWMIX: LMMRX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.16 vs. LMMRX (-1.28). FWMIX return over 5 years is better than : 50.55 vs. LMMRX (31.98).
| FWMIX | LMMRX | FWMIX / LMMRX | |
| Total Expense Ratio | 0.26 | 1.35 | 19% |
| Annual Report Gross Expense Ratio | 0.26 | 1.35 | 19% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 9.803 | 8.138 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 8.94B | 2,316% |
| Annual Yield % from dividends | 1.46 | 0.78 | 187% |
| Returns for 1 year | 4.16 | -1.28 | -326% |
| Returns for 3 years | 42.02 | 27.87 | 151% |
| Returns for 5 years | 50.55 | 31.98 | 158% |
| Returns for 10 years | N/A | 77.56 | - |
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