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LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$35.64
Change-$0.21 (-0.59%)
VolumeN/A
Net Assets9.61B
American Funds Washington Mutual R5
Price$66.56
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
LMPIX vs RWMFX Comparison Chart in %
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LMPIX vs. RWMFX commentary
Jan 15, 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 Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. LMPIX (9.61B). RWMFX pays higher dividends than LMPIX: RWMFX (1.47) 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 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). RWMFX annual gain was more profitable for investors over the last year : 10.01 vs. LMPIX (2.30). RWMFX return over 5 years is better than : 40.22 vs. LMPIX (26.03).
| 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 | 1.078 | 2.164 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.61B | 208B | 5% |
| Annual Yield % from dividends | 0.09 | 1.47 | 6% |
| Returns for 1 year | 2.30 | 10.01 | 23% |
| Returns for 3 years | 28.69 | 31.75 | 90% |
| Returns for 5 years | 26.03 | 40.22 | 65% |
| Returns for 10 years | 100.62 | 102.43 | 98% |
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