LMVRX
Price
$122.81
Change
+$0.63 (+0.52%)
Updated
Jan 14 closing price
Net Assets
4.03B
RWMHX
Price
$66.43
Change
-$0.08 (-0.12%)
Updated
Jan 14 closing price
Net Assets
208.21B
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LMVRX vs RWMHX

Header iconLMVRX vs RWMHX Comparison
Open Charts LMVRX vs RWMHXBanner chart's image
ClearBridge Value R
Price$122.81
Change+$0.63 (+0.52%)
VolumeN/A
Net Assets4.03B
American Funds Washington Mutual R5E
Price$66.43
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
LMVRX vs RWMHX Comparison Chart in %
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LMVRX vs. RWMHX commentary
Jan 16, 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 LMVRX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LMVRX (4.03B). RWMHX pays higher dividends than LMVRX: RWMHX (1.38) vs LMVRX (0.68). 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 : 9.89 vs. LMVRX (4.78). RWMHX return over 5 years is better than : 39.60 vs. LMVRX (12.76).
LMVRXRWMHXLMVRX / RWMHX
Total Expense Ratio1.300.41317%
Annual Report Gross Expense Ratio1.300.41317%
Fund Existence19 years10 years-
Gain YTD3.7952.169175%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets4.03B208B2%
Annual Yield % from dividends0.681.3849%
Returns for 1 year4.789.8948%
Returns for 3 years16.8731.3254%
Returns for 5 years12.7639.6032%
Returns for 10 years97.17101.2296%
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