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LMESX vs RWMFX
LMESX vs RWMFX Comparison
Open Charts LMESX vs RWMFX
ClearBridge Appreciation IS
Price$34.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.57B
American Funds Washington Mutual R5
Price$65.87
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
LMESX vs RWMFX Comparison Chart in %
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LMESX vs. RWMFX 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 RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. LMESX (9.57B). RWMFX pays higher dividends than LMESX: RWMFX (1.38) vs LMESX (0.70). LMESX was incepted earlier than RWMFX: LMESX (17 years) vs RWMFX (24 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). RWMFX annual gain was more profitable for investors over the last year : 6.14 vs. LMESX (-1.11). RWMFX return over 5 years is better than : 42.32 vs. LMESX (27.47).
| 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 | 24 years | - |
| Gain YTD | 1.131 | 8.281 | 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 | 1.38 | 51% |
| Returns for 1 year | -1.11 | 6.14 | -18% |
| Returns for 3 years | 32.84 | 33.03 | 99% |
| Returns for 5 years | 27.47 | 42.32 | 65% |
| Returns for 10 years | 87.52 | 81.05 | 108% |
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