FWMIX
Price
$66.14
Change
-$1.02 (-1.52%)
Updated
Feb 3 closing price
Net Assets
208.21B
LMVTX
Price
$96.11
Change
-$2.46 (-2.50%)
Updated
Feb 3 closing price
Net Assets
4.07B
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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$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
ClearBridge Value C
Price$96.11
Change-$2.46 (-2.50%)
VolumeN/A
Net Assets4.07B
FWMIX vs LMVTX Comparison Chart in %
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FWMIX vs. LMVTX commentary
Feb 04, 2026

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. LMVTX (4.08B). FWMIX pays higher dividends than LMVTX: FWMIX (1.49) vs LMVTX (0.61). 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). FWMIX is a more actively managed with annual turnover of: 29.00 vs. LMVTX (0.53). 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 : 5.56 vs. LMVTX (2.24). FWMIX return over 5 years is better than : 38.07 vs. LMVTX (1.32).
FWMIXLMVTXFWMIX / LMVTX
Total Expense Ratio0.261.7415%
Annual Report Gross Expense Ratio0.261.7615%
Fund Existence9 years44 years-
Gain YTD1.5355.53428%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets208B4.08B5,104%
Annual Yield % from dividends1.490.61244%
Returns for 1 year5.562.24248%
Returns for 3 years30.738.80349%
Returns for 5 years38.071.322,888%
Returns for 10 yearsN/A75.52-
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