FWMIX
Price
$67.81
Change
+$0.21 (+0.31%)
Updated
Nov 12 closing price
Net Assets
208.73B
LMVRX
Price
$125.86
Change
+$0.21 (+0.17%)
Updated
Nov 12 closing price
Net Assets
3.92B
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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$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
ClearBridge Value R
Price$125.86
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets3.92B
FWMIX vs LMVRX Comparison Chart in %
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FWMIX vs. LMVRX 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 LMVRX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVRX (3.92B). FWMIX pays higher dividends than LMVRX: FWMIX (1.46) 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 : 5.34 vs. LMVRX (-4.59). FWMIX return over 5 years is better than : 47.69 vs. LMVRX (28.65).
FWMIXLMVRXFWMIX / LMVRX
Total Expense Ratio0.261.3020%
Annual Report Gross Expense Ratio0.261.3020%
Fund Existence9 years19 years-
Gain YTD11.5308.397137%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.92B5,332%
Annual Yield % from dividends1.460.29502%
Returns for 1 year5.34-4.59-116%
Returns for 3 years32.9916.15204%
Returns for 5 years47.6928.65166%
Returns for 10 yearsN/A82.60-
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