FWMIX
Price
$67.81
Change
+$0.21 (+0.31%)
Updated
Nov 12 closing price
Net Assets
208.73B
LMVTX
Price
$98.87
Change
+$0.17 (+0.17%)
Updated
Nov 12 closing price
Net Assets
3.92B
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FWMIX vs LMVTX

Header iconFWMIX vs LMVTX Comparison
Open Charts FWMIX vs LMVTXBanner chart's image
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
ClearBridge Value C
Price$98.87
Change+$0.17 (+0.17%)
VolumeN/A
Net Assets3.92B
FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX 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 LMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVTX (3.92B). FWMIX pays higher dividends than LMVTX: FWMIX (1.46) vs LMVTX (0.04). FWMIX was incepted earlier than LMVTX: FWMIX (9 years) vs LMVTX (44 years). LMVTX (1.76) is less costly to investors than FWMIX (0.26). LMVTX is a more actively managed with annual turnover of: 54.00 vs. FWMIX (29.00). LMVTX has a lower initial minimum investment than FWMIX: LMVTX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. LMVTX (-6.74). FWMIX return over 5 years is better than : 47.69 vs. LMVTX (16.07).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD11.5308.066143%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.92B5,332%
Annual Yield % from dividends1.460.043,931%
Returns for 1 year5.34-6.74-79%
Returns for 3 years32.999.03365%
Returns for 5 years47.6916.07297%
Returns for 10 yearsN/A62.21-
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