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LCBDX vs RWMHX
LCBDX vs RWMHX Comparison
Open Charts LCBDX vs RWMHX
ClearBridge Tactical Dividend Income IS
Price$25.86
Change+$0.62 (+2.46%)
VolumeN/A
Net Assets359.25M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LCBDX vs RWMHX Comparison Chart in %
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LCBDX 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 LCBDX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LCBDX (359M). LCBDX pays higher dividends than RWMHX: LCBDX (3.25) vs RWMHX (1.36). LCBDX was incepted earlier than RWMHX: LCBDX (13 years) vs RWMHX (10 years). LCBDX (1.07) is less costly to investors than RWMHX (0.41). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LCBDX: RWMHX (250) vs LCBDX (1000000). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. LCBDX (4.66). LCBDX return over 5 years is better than : 67.85 vs. RWMHX (37.20).
| LCBDX | RWMHX | LCBDX / RWMHX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.07 | 0.41 | 261% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.481 | 1.523 | 229% |
| 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 | 3.25 | 1.36 | 239% |
| Returns for 1 year | 4.66 | 5.40 | 86% |
| Returns for 3 years | 43.43 | 30.10 | 144% |
| Returns for 5 years | 67.85 | 37.20 | 182% |
| Returns for 10 years | 155.83 | 96.94 | 161% |
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