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BVEFX vs FWMIX
BVEFX vs FWMIX Comparison
Open Charts BVEFX vs FWMIX
Becker Value Equity Retail
Price$22.49
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEFX vs FWMIX Comparison Chart in %
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BVEFX vs. FWMIX commentary
Dec 04, 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 BVEFX is a Buy and FWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. BVEFX (99.6M). FWMIX pays higher dividends than BVEFX: FWMIX (1.42) vs BVEFX (1.09). BVEFX was incepted earlier than FWMIX: BVEFX (22 years) vs FWMIX (9 years). BVEFX (1.04) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. BVEFX (20.00). BVEFX has a lower initial minimum investment than FWMIX: BVEFX (2500) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.79 vs. BVEFX (3.21). FWMIX return over 5 years is better than : 44.91 vs. BVEFX (26.40).
| BVEFX | FWMIX | BVEFX / FWMIX | |
| Total Expense Ratio | 0.78 | 0.26 | 300% |
| Annual Report Gross Expense Ratio | 1.04 | 0.26 | 400% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 12.853 | 11.908 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.6M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.42 | 76% |
| Returns for 1 year | 3.21 | 4.79 | 67% |
| Returns for 3 years | 10.80 | 29.93 | 36% |
| Returns for 5 years | 26.40 | 44.91 | 59% |
| Returns for 10 years | 39.20 | N/A | - |
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