FWMIX
Price
$67.30
Change
+$0.54 (+0.81%)
Updated
Oct 20 closing price
Net Assets
206.71B
LMVTX
Price
$99.18
Change
+$1.09 (+1.11%)
Updated
Oct 20 closing price
Net Assets
3.92B
Interact to see
Advertisement

FWMIX vs LMVTX

Header iconFWMIX vs LMVTX Comparison
Open Charts FWMIX vs LMVTXBanner chart's image
American Funds Washington Mutual F3
Price$67.30
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets206.71B
ClearBridge Value C
Price$99.18
Change+$1.09 (+1.11%)
VolumeN/A
Net Assets3.92B
FWMIX vs LMVTX Comparison Chart in %
View a ticker or compare two or three
VS
FWMIX vs. LMVTX 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 LMVTX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 207B 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 : 4.89 vs. LMVTX (-4.35). FWMIX return over 5 years is better than : 53.98 vs. LMVTX (27.56).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD10.6918.405127%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets207B3.92B5,286%
Annual Yield % from dividends1.460.043,932%
Returns for 1 year4.89-4.35-112%
Returns for 3 years41.5617.62236%
Returns for 5 years53.9827.56196%
Returns for 10 yearsN/A58.31-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ABYSX21.810.26
+1.21%
AB Discovery Value Advisor
ARYVX14.010.14
+1.01%
American Century Global Real Estate Inv
SSSFX26.500.26
+0.99%
SouthernSun Small Cap, N
MLMCX22.41N/A
N/A
Morgan Stanley Instl Global Core C
FTADX58.73N/A
N/A
Fidelity Advisor International Discv M