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BPAIX vs FWMIX
BPAIX vs FWMIX Comparison
Open Charts BPAIX vs FWMIX
Boston Partners All Cap Value Instl
Price$33.42
Change+$0.17 (+0.51%)
VolumeN/A
Net Assets1.3B
American Funds Washington Mutual F3
Price$66.83
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
BPAIX vs FWMIX Comparison Chart in %
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BPAIX vs. FWMIX 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 BPAIX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. BPAIX (1.3B). FWMIX pays higher dividends than BPAIX: FWMIX (1.52) vs BPAIX (0.85). BPAIX was incepted earlier than FWMIX: BPAIX (24 years) vs FWMIX (9 years). BPAIX (0.85) is less costly to investors than FWMIX (0.26). BPAIX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (29.00). BPAIX has a lower initial minimum investment than FWMIX: BPAIX (100000) vs FWMIX (1000000). FWMIX (9.15) and BPAIX (8.75) have marching annual gain over last year. FWMIX return over 5 years is better than : 41.07 vs. BPAIX (19.27).
| BPAIX | FWMIX | BPAIX / FWMIX | |
| Total Expense Ratio | 0.80 | 0.26 | 308% |
| Annual Report Gross Expense Ratio | 0.85 | 0.26 | 327% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.704 | 2.594 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 208B | 1% |
| Annual Yield % from dividends | 0.85 | 1.52 | 56% |
| Returns for 1 year | 8.75 | 9.15 | 96% |
| Returns for 3 years | 11.14 | 32.49 | 34% |
| Returns for 5 years | 19.27 | 41.07 | 47% |
| Returns for 10 years | 89.04 | N/A | - |
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