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LMESX vs RWMFX
LMESX vs RWMFX Comparison
Open Charts LMESX vs RWMFX
ClearBridge Appreciation IS
Price$38.97
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets9.52B
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
LMESX vs RWMFX Comparison Chart in %
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LMESX vs. RWMFX 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 LMESX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. LMESX (9.52B). RWMFX pays higher dividends than LMESX: RWMFX (1.42) vs LMESX (0.72). LMESX was incepted earlier than RWMFX: LMESX (17 years) vs RWMFX (23 years). LMESX (0.56) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LMESX (17.00). RWMFX has a lower initial minimum investment than LMESX: RWMFX (250) vs LMESX (1000000). LMESX annual gain was more profitable for investors over the last year : 4.96 vs. RWMFX (4.12). RWMFX return over 5 years is better than : 50.29 vs. LMESX (46.69).
| LMESX | RWMFX | LMESX / RWMFX | |
| Total Expense Ratio | 0.56 | 0.31 | 181% |
| Annual Report Gross Expense Ratio | 0.56 | 0.31 | 181% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.989 | 9.760 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 206B | 5% |
| Annual Yield % from dividends | 0.72 | 1.42 | 51% |
| Returns for 1 year | 4.96 | 4.12 | 120% |
| Returns for 3 years | 44.34 | 41.84 | 106% |
| Returns for 5 years | 46.69 | 50.29 | 93% |
| Returns for 10 years | 104.62 | 79.57 | 131% |
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