FWMIX
Price
$65.87
Change
+$0.27 (+0.41%)
Updated
Dec 24 closing price
Net Assets
209.48B
LMVTX
Price
$92.44
Change
+$0.35 (+0.38%)
Updated
Dec 24 closing price
Net Assets
3.96B
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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$65.87
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
ClearBridge Value C
Price$92.44
Change+$0.35 (+0.38%)
VolumeN/A
Net Assets3.96B
FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX commentary
Dec 25, 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 Hold and LMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. LMVTX (3.96B). 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 : 6.49 vs. LMVTX (0.05). FWMIX return over 5 years is better than : 42.59 vs. LMVTX (5.07).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD8.3391.038803%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets209B3.96B5,276%
Annual Yield % from dividends1.420.043,899%
Returns for 1 year6.490.0511,986%
Returns for 3 years33.2711.20297%
Returns for 5 years42.595.07840%
Returns for 10 yearsN/A47.06-
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