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FWMMX vs LCBDX
FWMMX vs LCBDX Comparison
Open Charts FWMMX vs LCBDX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
ClearBridge Tactical Dividend Income IS
Price$25.10
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets354.4M
FWMMX vs LCBDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 206B vs. LCBDX (354M). LCBDX pays higher dividends than FWMMX: LCBDX (3.36) vs FWMMX (1.38). FWMMX was incepted earlier than LCBDX: FWMMX (5 years) vs LCBDX (12 years). LCBDX (1.07) is less costly to investors than FWMMX (0.35). LCBDX is a more actively managed with annual turnover of: 59.00 vs. FWMMX (29.00). FWMMX has a lower initial minimum investment than LCBDX: FWMMX (250) vs LCBDX (1000000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. LCBDX (2.89).
| FWMMX | LCBDX | FWMMX / LCBDX | |
| Total Expense Ratio | 0.35 | 1.07 | 33% |
| Annual Report Gross Expense Ratio | 0.35 | 1.07 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.725 | 2.803 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 354M | 58,192% |
| Annual Yield % from dividends | 1.38 | 3.36 | 41% |
| Returns for 1 year | 4.08 | 2.89 | 141% |
| Returns for 3 years | 42.85 | 54.27 | 79% |
| Returns for 5 years | N/A | 83.55 | - |
| Returns for 10 years | N/A | 118.80 | - |
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