LMVFX
Price
$127.13
Change
-$0.55 (-0.43%)
Updated
Feb 3 closing price
Net Assets
4.07B
RWMHX
Price
$66.01
Change
-$1.03 (-1.54%)
Updated
Feb 3 closing price
Net Assets
208.21B
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LMVFX vs RWMHX

Header iconLMVFX vs RWMHX Comparison
Open Charts LMVFX vs RWMHXBanner chart's image
ClearBridge Value FI
Price$127.13
Change-$0.55 (-0.43%)
VolumeN/A
Net Assets4.07B
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LMVFX vs RWMHX Comparison Chart in %
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LMVFX vs. RWMHX commentary
Feb 05, 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 LMVFX is a StrongBuy and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LMVFX (4.08B). RWMHX pays higher dividends than LMVFX: RWMHX (1.36) vs LMVFX (0.82). LMVFX was incepted earlier than RWMHX: LMVFX (25 years) vs RWMHX (10 years). LMVFX (1.17) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LMVFX (0.53). LMVFX has a lower initial minimum investment than RWMHX: LMVFX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. LMVFX (5.06). RWMHX return over 5 years is better than : 37.20 vs. LMVFX (15.84).
LMVFXRWMHXLMVFX / RWMHX
Total Expense Ratio1.140.41278%
Annual Report Gross Expense Ratio1.170.41285%
Fund Existence25 years10 years-
Gain YTD5.5901.523367%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets4.08B208B2%
Annual Yield % from dividends0.821.3660%
Returns for 1 year5.065.4094%
Returns for 3 years17.9830.1060%
Returns for 5 years15.8437.2043%
Returns for 10 years107.0796.94110%
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