FWMIX
Price
$65.86
Change
-$0.01 (-0.02%)
Updated
Dec 26 closing price
Net Assets
209.48B
LMVRX
Price
$120.21
Change
+$0.12 (+0.10%)
Updated
Dec 26 closing price
Net Assets
3.96B
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FWMIX vs LMVRX

Header iconFWMIX vs LMVRX Comparison
Open Charts FWMIX vs LMVRXBanner chart's image
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ClearBridge Value R
Price$120.21
Change+$0.12 (+0.10%)
VolumeN/A
Net Assets3.96B
FWMIX vs LMVRX Comparison Chart in %
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FWMIX vs. LMVRX 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 LMVRX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVRX (3.97B). FWMIX pays higher dividends than LMVRX: FWMIX (1.42) vs LMVRX (0.29). FWMIX was incepted earlier than LMVRX: FWMIX (9 years) vs LMVRX (19 years). LMVRX (1.30) is less costly to investors than FWMIX (0.26). LMVRX is a more actively managed with annual turnover of: 54.00 vs. FWMIX (29.00). LMVRX has a lower initial minimum investment than FWMIX: LMVRX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.49 vs. LMVRX (2.35). FWMIX return over 5 years is better than : 42.59 vs. LMVRX (18.09).
FWMIXLMVRXFWMIX / LMVRX
Total Expense Ratio0.261.3020%
Annual Report Gross Expense Ratio0.261.3020%
Fund Existence9 years19 years-
Gain YTD8.3393.531236%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.97B5,271%
Annual Yield % from dividends1.420.29499%
Returns for 1 year6.492.35276%
Returns for 3 years33.2719.64169%
Returns for 5 years42.5918.09235%
Returns for 10 yearsN/A67.94-
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