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BVEFX vs RWEBX
BVEFX vs RWEBX Comparison
Open Charts BVEFX vs RWEBX
Becker Value Equity Retail
Price$21.16
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets100.87M
American Funds Washington Mutual R2E
Price$66.38
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
BVEFX vs RWEBX Comparison Chart in %
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BVEFX vs. RWEBX 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 BVEFX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. BVEFX (101M). BVEFX pays higher dividends than RWEBX: BVEFX (1.24) vs RWEBX (0.79). BVEFX was incepted earlier than RWEBX: BVEFX (22 years) vs RWEBX (11 years). RWEBX (1.06) and BVEFX (1.04) have similar cost to investors . RWEBX is a more actively managed with annual turnover of: 29.00 vs. BVEFX (20.00). RWEBX has a lower initial minimum investment than BVEFX: RWEBX (250) vs BVEFX (2500). RWEBX annual gain was more profitable for investors over the last year : 8.24 vs. BVEFX (6.63). RWEBX return over 5 years is better than : 36.44 vs. BVEFX (14.58).
| BVEFX | RWEBX | BVEFX / RWEBX | |
| Total Expense Ratio | 0.78 | 1.06 | 74% |
| Annual Report Gross Expense Ratio | 1.04 | 1.06 | 98% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 3.472 | 2.565 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 208B | 0% |
| Annual Yield % from dividends | 1.24 | 0.79 | 156% |
| Returns for 1 year | 6.63 | 8.24 | 80% |
| Returns for 3 years | 13.32 | 29.21 | 46% |
| Returns for 5 years | 14.58 | 36.44 | 40% |
| Returns for 10 years | 62.75 | 96.15 | 65% |
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