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LMESX vs RWMEX
LMESX vs RWMEX Comparison
Open Charts LMESX vs RWMEX
ClearBridge Appreciation IS
Price$34.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.57B
American Funds Washington Mutual R4
Price$65.33
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
LMESX vs RWMEX Comparison Chart in %
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LMESX vs. RWMEX commentary
Dec 28, 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 LMESX is a StrongBuy and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 209B vs. LMESX (9.57B). RWMEX pays higher dividends than LMESX: RWMEX (1.13) vs LMESX (0.70). LMESX was incepted earlier than RWMEX: LMESX (17 years) vs RWMEX (24 years). RWMEX (0.60) is less costly to investors than LMESX (0.56). RWMEX is a more actively managed with annual turnover of: 29.00 vs. LMESX (17.00). RWMEX has a lower initial minimum investment than LMESX: RWMEX (250) vs LMESX (1000000). RWMEX annual gain was more profitable for investors over the last year : 5.81 vs. LMESX (-1.11). RWMEX return over 5 years is better than : 40.42 vs. LMESX (27.47).
| LMESX | RWMEX | LMESX / RWMEX | |
| Total Expense Ratio | 0.56 | 0.60 | 93% |
| Annual Report Gross Expense Ratio | 0.56 | 0.60 | 93% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.131 | 7.955 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 209B | 5% |
| Annual Yield % from dividends | 0.70 | 1.13 | 62% |
| Returns for 1 year | -1.11 | 5.81 | -19% |
| Returns for 3 years | 32.84 | 31.73 | 103% |
| Returns for 5 years | 27.47 | 40.42 | 68% |
| Returns for 10 years | 87.52 | 78.25 | 112% |
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