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LBRIX vs RWMHX
LBRIX vs RWMHX Comparison
Open Charts LBRIX vs RWMHX
ClearBridge Dividend Strategy FI
Price$30.13
Change-$1.58 (-4.98%)
VolumeN/A
Net Assets9.13B
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LBRIX vs RWMHX Comparison Chart in %
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LBRIX 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 LBRIX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LBRIX (9.13B). RWMHX pays higher dividends than LBRIX: RWMHX (1.36) vs LBRIX (1.15). LBRIX was incepted earlier than RWMHX: LBRIX (13 years) vs RWMHX (10 years). LBRIX (1.27) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LBRIX (19.00). LBRIX has a lower initial minimum investment than RWMHX: LBRIX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. LBRIX (0.92). RWMHX return over 5 years is better than : 37.20 vs. LBRIX (18.83).
| LBRIX | RWMHX | LBRIX / RWMHX | |
| Total Expense Ratio | 1.15 | 0.41 | 280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.41 | 310% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.753 | 1.523 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 208B | 4% |
| Annual Yield % from dividends | 1.15 | 1.36 | 84% |
| Returns for 1 year | 0.92 | 5.40 | 17% |
| Returns for 3 years | 14.42 | 30.10 | 48% |
| Returns for 5 years | 18.83 | 37.20 | 51% |
| Returns for 10 years | 79.98 | 96.94 | 82% |
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