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BVEFX vs FWWMX
BVEFX vs FWWMX Comparison
Open Charts BVEFX vs FWWMX
Becker Value Equity Retail
Price$22.49
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEFX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. BVEFX (99.6M). FWWMX pays higher dividends than BVEFX: FWWMX (1.38) vs BVEFX (1.09). 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). FWWMX annual gain was more profitable for investors over the last year : 4.75 vs. BVEFX (3.21). FWWMX return over 5 years is better than : 48.63 vs. BVEFX (26.40).
| 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 | 12.853 | 11.858 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.6M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.38 | 79% |
| Returns for 1 year | 3.21 | 4.75 | 68% |
| Returns for 3 years | 10.80 | 30.80 | 35% |
| Returns for 5 years | 26.40 | 48.63 | 54% |
| Returns for 10 years | 39.20 | N/A | - |
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