FWMIX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
LMVRX
Price
$126.48
Change
+$1.18 (+0.94%)
Updated
Dec 3 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$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
ClearBridge Value R
Price$126.48
Change+$1.18 (+0.94%)
VolumeN/A
Net Assets3.92B
FWMIX vs LMVRX Comparison Chart in %
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FWMIX vs. LMVRX commentary
Dec 04, 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 LMVRX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVRX (3.93B). 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 : 4.79 vs. LMVRX (-6.07). FWMIX return over 5 years is better than : 44.91 vs. LMVRX (20.53).
FWMIXLMVRXFWMIX / LMVRX
Total Expense Ratio0.261.3020%
Annual Report Gross Expense Ratio0.261.3020%
Fund Existence9 years19 years-
Gain YTD11.9088.492140%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.93B5,325%
Annual Yield % from dividends1.420.29499%
Returns for 1 year4.79-6.07-79%
Returns for 3 years29.9313.22226%
Returns for 5 years44.9120.53219%
Returns for 10 yearsN/A77.28-
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