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BVEFX vs FWWMX
BVEFX vs FWWMX Comparison
Open Charts BVEFX vs FWWMX
Becker Value Equity Retail
Price$22.57
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets99.98M
American Funds Washington Mutual 529-F-3
Price$67.84
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BVEFX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. BVEFX (100M). FWWMX pays higher dividends than BVEFX: FWWMX (1.41) vs BVEFX (1.10). BVEFX was incepted earlier than FWWMX: BVEFX (22 years) vs FWWMX (5 years). BVEFX (1.04) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. BVEFX (20.00). FWWMX has a lower initial minimum investment than BVEFX: FWWMX (250) vs BVEFX (2500). BVEFX annual gain was more profitable for investors over the last year : 5.67 vs. FWWMX (5.28). FWWMX return over 5 years is better than : 51.47 vs. BVEFX (31.68).
| BVEFX | FWWMX | BVEFX / FWWMX | |
| Total Expense Ratio | 0.78 | 0.31 | 252% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 13.760 | 11.480 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 209B | 0% |
| Annual Yield % from dividends | 1.10 | 1.41 | 78% |
| Returns for 1 year | 5.67 | 5.28 | 107% |
| Returns for 3 years | 14.62 | 33.88 | 43% |
| Returns for 5 years | 31.68 | 51.47 | 62% |
| Returns for 10 years | 44.45 | N/A | - |
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