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LMESX vs RWMFX
LMESX vs RWMFX Comparison
Open Charts LMESX vs RWMFX
ClearBridge Appreciation IS
Price$35.10
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets9.58B
American Funds Washington Mutual R5
Price$66.41
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
LMESX vs RWMFX Comparison Chart in %
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LMESX vs. RWMFX commentary
Feb 05, 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 LMESX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. LMESX (9.58B). RWMFX pays higher dividends than LMESX: RWMFX (1.45) vs LMESX (0.62). LMESX was incepted earlier than RWMFX: LMESX (18 years) vs RWMFX (24 years). LMESX (0.56) is less costly to investors than RWMFX (0.31). RWMFX (29.00) and LMESX (28.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than LMESX: RWMFX (250) vs LMESX (1000000). RWMFX annual gain was more profitable for investors over the last year : 5.54 vs. LMESX (-0.64). RWMFX return over 5 years is better than : 38.25 vs. LMESX (25.17).
| LMESX | RWMFX | LMESX / RWMFX | |
| Total Expense Ratio | 0.56 | 0.31 | 181% |
| Annual Report Gross Expense Ratio | 0.56 | 0.31 | 181% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 1.562 | 1.934 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 208B | 5% |
| Annual Yield % from dividends | 0.62 | 1.45 | 43% |
| Returns for 1 year | -0.64 | 5.54 | -12% |
| Returns for 3 years | 29.58 | 31.06 | 95% |
| Returns for 5 years | 25.17 | 38.25 | 66% |
| Returns for 10 years | 105.66 | 98.83 | 107% |
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