LCBEX
Price
$32.10
Change
+$0.24 (+0.75%)
Updated
Feb 4 closing price
Net Assets
9.23B
RWMHX
Price
$66.27
Change
+$0.26 (+0.39%)
Updated
Feb 4 closing price
Net Assets
208.21B
Interact to see
Advertisement

LCBEX vs RWMHX

Header iconLCBEX vs RWMHX Comparison
Open Charts LCBEX vs RWMHXBanner chart's image
ClearBridge Dividend Strategy IS
Price$32.10
Change+$0.24 (+0.75%)
VolumeN/A
Net Assets9.23B
American Funds Washington Mutual R5E
Price$66.27
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
LCBEX vs RWMHX Comparison Chart in %
View a ticker or compare two or three
VS
LCBEX vs. RWMHX commentary
Feb 06, 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 Buy and RWMHX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LCBEX (9.23B). LCBEX (1.41) and RWMHX (1.36) 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 : 5.41 vs. LCBEX (2.79). RWMHX return over 5 years is better than : 37.64 vs. LCBEX (23.84).
LCBEXRWMHXLCBEX / RWMHX
Total Expense Ratio0.660.41161%
Annual Report Gross Expense Ratio0.660.41161%
Fund Existence13 years10 years-
Gain YTD4.5601.922237%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.23B208B4%
Annual Yield % from dividends1.411.36104%
Returns for 1 year2.795.4151%
Returns for 3 years18.2830.6160%
Returns for 5 years23.8437.6463%
Returns for 10 years90.6997.7293%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KBA30.430.13
+0.43%
KraneShares Bosera MSCIChinaA50CntIdETF
IWD222.630.72
+0.32%
iShares Russell 1000 Value ETF
VGVT75.91-0.04
-0.05%
Vanguard Government Securities Actv ETF
PCN12.82-0.02
-0.16%
PIMCO Corporate & Income Strategy Fund
GSIB55.00-0.16
-0.29%
Themes Global Systemically Imp Bks ETF