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LMPIX vs RWMFX
LMPIX vs RWMFX Comparison
Open Charts LMPIX vs RWMFX
ClearBridge Appreciation FI
Price$39.48
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets9.52B
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
LMPIX vs RWMFX Comparison Chart in %
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LMPIX vs. RWMFX commentary
Oct 19, 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 Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. LMPIX (9.52B). RWMFX pays higher dividends than LMPIX: RWMFX (1.42) vs LMPIX (0.34). 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 : 4.58 vs. RWMFX (4.12). RWMFX return over 5 years is better than : 50.29 vs. LMPIX (44.06).
| 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 | 12.543 | 9.760 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 206B | 5% |
| Annual Yield % from dividends | 0.34 | 1.42 | 24% |
| Returns for 1 year | 4.58 | 4.12 | 111% |
| Returns for 3 years | 42.75 | 41.84 | 102% |
| Returns for 5 years | 44.06 | 50.29 | 88% |
| Returns for 10 years | 100.37 | 79.57 | 126% |
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