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LADIX vs RWMHX
LADIX vs RWMHX Comparison
Open Charts LADIX vs RWMHX
ClearBridge Tactical Dividend Income I
Price$25.88
Change+$0.62 (+2.45%)
VolumeN/A
Net Assets359.25M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LADIX vs RWMHX Comparison Chart in %
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LADIX vs. RWMHX 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 LADIX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LADIX (359M). LADIX pays higher dividends than RWMHX: LADIX (3.15) vs RWMHX (1.36). LADIX was incepted earlier than RWMHX: LADIX (18 years) vs RWMHX (10 years). LADIX (1.17) is less costly to investors than RWMHX (0.41). LADIX is a more actively managed with annual turnover of: 59.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LADIX: RWMHX (250) vs LADIX (1000000). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. LADIX (4.59). LADIX return over 5 years is better than : 67.05 vs. RWMHX (37.20).
| LADIX | RWMHX | LADIX / RWMHX | |
| Total Expense Ratio | 1.17 | 0.41 | 285% |
| Annual Report Gross Expense Ratio | 1.17 | 0.41 | 285% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.479 | 1.523 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 208B | 0% |
| Annual Yield % from dividends | 3.15 | 1.36 | 232% |
| Returns for 1 year | 4.59 | 5.40 | 85% |
| Returns for 3 years | 42.98 | 30.10 | 143% |
| Returns for 5 years | 67.05 | 37.20 | 180% |
| Returns for 10 years | 154.31 | 96.94 | 159% |
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