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LCBOX vs RWMHX
LCBOX vs RWMHX Comparison
Open Charts LCBOX vs RWMHX
ClearBridge Dividend Strategy 1
Price$31.89
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets8.94B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
LCBOX vs RWMHX Comparison Chart in %
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LCBOX 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 LCBOX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 207B vs. LCBOX (8.94B). LCBOX (1.35) and RWMHX (1.33) have matching dividends . LCBOX was incepted earlier than RWMHX: LCBOX (14 years) vs RWMHX (10 years). LCBOX (0.72) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LCBOX (19.00). LCBOX has a lower initial minimum investment than RWMHX: LCBOX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.99 vs. LCBOX (-0.53). RWMHX return over 5 years is better than : 49.64 vs. LCBOX (36.38).
| LCBOX | RWMHX | LCBOX / RWMHX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.72 | 0.41 | 176% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 8.744 | 9.663 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 207B | 4% |
| Annual Yield % from dividends | 1.35 | 1.33 | 102% |
| Returns for 1 year | -0.53 | 3.99 | -13% |
| Returns for 3 years | 30.59 | 41.40 | 74% |
| Returns for 5 years | 36.38 | 49.64 | 73% |
| Returns for 10 years | 86.70 | N/A | - |
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