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LBRIX vs RWMHX
LBRIX vs RWMHX Comparison
Open Charts LBRIX vs RWMHX
ClearBridge Dividend Strategy FI
Price$29.23
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
LBRIX vs RWMHX Comparison Chart in %
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LBRIX vs. RWMHX commentary
Dec 26, 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 LBRIX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LBRIX (8.98B). RWMHX pays higher dividends than LBRIX: RWMHX (1.30) vs LBRIX (1.00). 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 : 6.35 vs. LBRIX (-1.40). RWMHX return over 5 years is better than : 41.75 vs. LBRIX (17.14).
| 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 | -0.059 | 8.199 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 209B | 4% |
| Annual Yield % from dividends | 1.00 | 1.30 | 77% |
| Returns for 1 year | -1.40 | 6.35 | -22% |
| Returns for 3 years | 13.18 | 32.68 | 40% |
| Returns for 5 years | 17.14 | 41.75 | 41% |
| Returns for 10 years | 67.30 | 81.49 | 83% |
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