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LBRIX vs RWMHX
LBRIX vs RWMHX Comparison
Open Charts LBRIX vs RWMHX
ClearBridge Dividend Strategy FI
Price$31.70
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.88B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
LBRIX vs RWMHX Comparison Chart in %
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LBRIX vs. RWMHX commentary
Oct 19, 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: 206B vs. LBRIX (8.88B). RWMHX pays higher dividends than LBRIX: RWMHX (1.33) vs LBRIX (1.01). LBRIX was incepted earlier than RWMHX: LBRIX (12 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 : 3.99 vs. LBRIX (-0.98). RWMHX return over 5 years is better than : 49.64 vs. LBRIX (34.12).
| LBRIX | RWMHX | LBRIX / RWMHX | |
| Total Expense Ratio | 1.15 | 0.41 | 280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.41 | 310% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.386 | 9.663 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 206B | 4% |
| Annual Yield % from dividends | 1.01 | 1.33 | 76% |
| Returns for 1 year | -0.98 | 3.99 | -25% |
| Returns for 3 years | 28.97 | 41.40 | 70% |
| Returns for 5 years | 34.12 | 49.64 | 69% |
| Returns for 10 years | 82.40 | N/A | - |