Interact to see
Advertisement
Advertisement
LMPPX vs RWMFX
LMPPX vs RWMFX Comparison
Open Charts LMPPX vs RWMFX
ClearBridge Appreciation R
Price$38.90
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets9.57B
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
LMPPX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX 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 LMPPX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. LMPPX (9.57B). RWMFX pays higher dividends than LMPPX: RWMFX (1.43) vs LMPPX (0.09). LMPPX was incepted earlier than RWMFX: LMPPX (19 years) vs RWMFX (23 years). LMPPX (1.24) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. LMPPX (17.00). LMPPX has a lower initial minimum investment than RWMFX: LMPPX (0) vs RWMFX (250). LMPPX (5.87) and RWMFX (5.69) have marching annual gain over last year. RWMFX return over 5 years is better than : 57.64 vs. LMPPX (48.50).
| LMPPX | RWMFX | LMPPX / RWMFX | |
| Total Expense Ratio | 1.24 | 0.31 | 400% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 12.007 | 9.760 | 123% |
| 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 | 0.09 | 1.43 | 6% |
| Returns for 1 year | 5.87 | 5.69 | 103% |
| Returns for 3 years | 45.96 | 46.35 | 99% |
| Returns for 5 years | 48.50 | 57.64 | 84% |
| Returns for 10 years | 110.46 | 93.97 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FKU | 47.80 | 0.66 | +1.40% |
| First Trust United Kingdom AlphaDEX® ETF | |||
| FDLO | 65.61 | 0.37 | +0.57% |
| Fidelity Low Volatility Factor ETF | |||
| OIA | 5.95 | 0.01 | +0.17% |
| INVESCO Municipal Income OPPORTUNITIES TRUST | |||
| TMDV | 47.40 | N/A | N/A |
| ProShares Russell US Dividend Grwr ETF | |||
| NDAA | 21.64 | N/A | N/A |
| Ned Davis Research 360 Dyn Allc ETF | |||