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LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$35.87
Change-$3.89 (-9.78%)
VolumeN/A
Net Assets9.63B
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
LMPIX vs RWMFX Comparison Chart in %
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LMPIX vs. RWMFX commentary
Feb 04, 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 LMPIX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. LMPIX (9.63B). RWMFX pays higher dividends than LMPIX: RWMFX (1.45) vs LMPIX (0.09). LMPIX was incepted earlier than RWMFX: LMPIX (17 years) vs RWMFX (24 years). LMPIX (1.00) is less costly to investors than RWMFX (0.31). RWMFX (29.00) and LMPIX (28.00) have comparable annual turnover. LMPIX has a lower initial minimum investment than RWMFX: LMPIX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 5.51 vs. LMPIX (-0.16). RWMFX return over 5 years is better than : 37.79 vs. LMPIX (23.88).
| LMPIX | RWMFX | LMPIX / RWMFX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 1.730 | 1.520 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 208B | 5% |
| Annual Yield % from dividends | 0.09 | 1.45 | 6% |
| Returns for 1 year | -0.16 | 5.51 | -3% |
| Returns for 3 years | 28.60 | 30.53 | 94% |
| Returns for 5 years | 23.88 | 37.79 | 63% |
| Returns for 10 years | 100.51 | 98.02 | 103% |
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