Interact to see
Advertisement
Advertisement
LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$39.36
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets9.57B
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
LMPIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPIX vs. RWMFX commentary
Sep 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 LMPIX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. LMPIX (9.57B). RWMFX pays higher dividends than LMPIX: RWMFX (1.43) vs LMPIX (0.35). LMPIX was incepted earlier than RWMFX: LMPIX (17 years) vs RWMFX (23 years). LMPIX (1.00) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LMPIX (17.00). LMPIX has a lower initial minimum investment than RWMFX: LMPIX (0) vs RWMFX (250). LMPIX annual gain was more profitable for investors over the last year : 6.17 vs. RWMFX (5.69). RWMFX return over 5 years is better than : 57.64 vs. LMPIX (50.81).
| 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 | 23 years | - |
| Gain YTD | 12.201 | 9.760 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 206B | 5% |
| Annual Yield % from dividends | 0.35 | 1.43 | 24% |
| Returns for 1 year | 6.17 | 5.69 | 108% |
| Returns for 3 years | 47.35 | 46.35 | 102% |
| Returns for 5 years | 50.81 | 57.64 | 88% |
| Returns for 10 years | 115.56 | 93.97 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement