FWMIX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
LMVTX
Price
$99.33
Change
+$0.92 (+0.93%)
Updated
Dec 3 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$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
ClearBridge Value C
Price$99.33
Change+$0.92 (+0.93%)
VolumeN/A
Net Assets3.92B
FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX 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 LMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVTX (3.93B). FWMIX pays higher dividends than LMVTX: FWMIX (1.42) 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 : 4.79 vs. LMVTX (-8.19). FWMIX return over 5 years is better than : 44.91 vs. LMVTX (8.74).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD11.9088.132146%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.93B5,325%
Annual Yield % from dividends1.420.043,899%
Returns for 1 year4.79-8.19-58%
Returns for 3 years29.936.28477%
Returns for 5 years44.918.74514%
Returns for 10 yearsN/A57.49-
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