Interact to see
Advertisement
Advertisement
LCBEX vs RWMHX
LCBEX vs RWMHX Comparison
Open Charts LCBEX vs RWMHX
ClearBridge Dividend Strategy IS
Price$31.21
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets9.05B
American Funds Washington Mutual R5E
Price$66.71
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
LCBEX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBEX vs. RWMHX commentary
Jan 16, 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 LCBEX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LCBEX (9.05B). LCBEX (1.45) and RWMHX (1.38) have matching dividends . LCBEX was incepted earlier than RWMHX: LCBEX (13 years) vs RWMHX (10 years). LCBEX (0.66) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LCBEX (19.00). RWMHX has a lower initial minimum investment than LCBEX: RWMHX (250) vs LCBEX (1000000). RWMHX annual gain was more profitable for investors over the last year : 8.98 vs. LCBEX (1.57). RWMHX return over 5 years is better than : 40.18 vs. LCBEX (22.19).
| LCBEX | RWMHX | LCBEX / RWMHX | |
| Total Expense Ratio | 0.66 | 0.41 | 161% |
| Annual Report Gross Expense Ratio | 0.66 | 0.41 | 161% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.661 | 2.599 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 208B | 4% |
| Annual Yield % from dividends | 1.45 | 1.38 | 105% |
| Returns for 1 year | 1.57 | 8.98 | 17% |
| Returns for 3 years | 14.44 | 31.87 | 45% |
| Returns for 5 years | 22.19 | 40.18 | 55% |
| Returns for 10 years | 91.08 | 102.06 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARSTX | 17.12 | 0.23 | +1.36% |
| Nuveen Small Cap Select I | |||
| FTXCX | 53.63 | 0.65 | +1.23% |
| FullerThaler Behavioral Sm-Cp Gr C | |||
| GSMAX | 19.51 | 0.23 | +1.19% |
| Goldman Sachs Small/Mid Cap Growth A | |||
| VWELX | 45.05 | 0.06 | +0.13% |
| Vanguard Wellington Inv | |||
| VIDGX | 11.94 | 0.01 | +0.08% |
| Vanguard International Dividend Gr Inv | |||