Interact to see
Advertisement
Advertisement
LBWAX vs RWMHX
LBWAX vs RWMHX Comparison
Open Charts LBWAX vs RWMHX
BrandywineGLOBAL Div US Large Value A
Price$21.10
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets97.39M
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
LBWAX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBWAX vs. RWMHX commentary
Dec 27, 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 LBWAX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LBWAX (97.4M). LBWAX (1.31) and RWMHX (1.30) have matching dividends . LBWAX was incepted earlier than RWMHX: LBWAX (15 years) vs RWMHX (10 years). LBWAX (1.16) is less costly to investors than RWMHX (0.41). LBWAX is a more actively managed with annual turnover of: 57.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LBWAX: RWMHX (250) vs LBWAX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.35 vs. LBWAX (4.15). RWMHX return over 5 years is better than : 41.75 vs. LBWAX (22.13).
| LBWAX | RWMHX | LBWAX / RWMHX | |
| Total Expense Ratio | 1.15 | 0.41 | 280% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 5.447 | 8.199 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 209B | 0% |
| Annual Yield % from dividends | 1.31 | 1.30 | 101% |
| Returns for 1 year | 4.15 | 6.35 | 65% |
| Returns for 3 years | 22.17 | 32.68 | 68% |
| Returns for 5 years | 22.13 | 41.75 | 53% |
| Returns for 10 years | 31.67 | 81.49 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement