LMVRX
Price
$124.85
Change
+$0.38 (+0.31%)
Updated
Oct 17 closing price
Net Assets
3.91B
RWMHX
Price
$66.64
Change
+$0.27 (+0.41%)
Updated
Oct 17 closing price
Net Assets
205.87B
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LMVRX vs RWMHX

Header iconLMVRX vs RWMHX Comparison
Open Charts LMVRX vs RWMHXBanner chart's image
ClearBridge Value R
Price$124.85
Change+$0.38 (+0.31%)
VolumeN/A
Net Assets3.91B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
LMVRX vs RWMHX Comparison Chart in %
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LMVRX vs. RWMHX 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 LMVRX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. LMVRX (3.91B). RWMHX pays higher dividends than LMVRX: RWMHX (1.33) vs LMVRX (0.29). LMVRX was incepted earlier than RWMHX: LMVRX (19 years) vs RWMHX (10 years). LMVRX (1.30) is less costly to investors than RWMHX (0.41). LMVRX is a more actively managed with annual turnover of: 54.00 vs. RWMHX (29.00). LMVRX has a lower initial minimum investment than RWMHX: LMVRX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.99 vs. LMVRX (-3.04). RWMHX return over 5 years is better than : 49.64 vs. LMVRX (38.27).
LMVRXRWMHXLMVRX / RWMHX
Total Expense Ratio1.300.41317%
Annual Report Gross Expense Ratio1.300.41317%
Fund Existence19 years10 years-
Gain YTD7.5279.66378%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.91B206B2%
Annual Yield % from dividends0.291.3322%
Returns for 1 year-3.043.99-76%
Returns for 3 years24.6541.4060%
Returns for 5 years38.2749.6477%
Returns for 10 years79.37N/A-
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