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BVEFX vs FWMIX
BVEFX vs FWMIX Comparison
Open Charts BVEFX vs FWMIX
Becker Value Equity Retail
Price$22.57
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets99.98M
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BVEFX vs FWMIX Comparison Chart in %
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BVEFX vs. FWMIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. BVEFX (100M). FWMIX pays higher dividends than BVEFX: FWMIX (1.46) vs BVEFX (1.10). 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). BVEFX annual gain was more profitable for investors over the last year : 5.67 vs. FWMIX (5.34). FWMIX return over 5 years is better than : 47.69 vs. BVEFX (31.68).
| 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 | 13.760 | 11.530 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 209B | 0% |
| Annual Yield % from dividends | 1.10 | 1.46 | 75% |
| Returns for 1 year | 5.67 | 5.34 | 106% |
| Returns for 3 years | 14.62 | 32.99 | 44% |
| Returns for 5 years | 31.68 | 47.69 | 66% |
| Returns for 10 years | 44.45 | N/A | - |
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