Interact to see
Advertisement
Advertisement
BVEFX vs RWMHX
BVEFX vs RWMHX Comparison
Open Charts BVEFX vs RWMHX
Becker Value Equity Retail
Price$21.16
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets100.87M
American Funds Washington Mutual R5E
Price$66.71
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
BVEFX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVEFX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. BVEFX (101M). RWMHX pays higher dividends than BVEFX: RWMHX (1.38) vs BVEFX (1.24). BVEFX was incepted earlier than RWMHX: BVEFX (22 years) vs RWMHX (10 years). BVEFX (1.04) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. BVEFX (20.00). RWMHX has a lower initial minimum investment than BVEFX: RWMHX (250) vs BVEFX (2500). RWMHX annual gain was more profitable for investors over the last year : 8.98 vs. BVEFX (6.63). RWMHX return over 5 years is better than : 40.18 vs. BVEFX (14.58).
| BVEFX | RWMHX | BVEFX / RWMHX | |
| Total Expense Ratio | 0.78 | 0.41 | 190% |
| Annual Report Gross Expense Ratio | 1.04 | 0.41 | 254% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 3.472 | 2.599 | 134% |
| 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 | 1.38 | 89% |
| Returns for 1 year | 6.63 | 8.98 | 74% |
| Returns for 3 years | 13.32 | 31.87 | 42% |
| Returns for 5 years | 14.58 | 40.18 | 36% |
| Returns for 10 years | 62.75 | 102.06 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VTV | 198.41 | 0.73 | +0.37% |
| Vanguard Value ETF | |||
| DMAX | 26.68 | 0.01 | +0.03% |
| iShares Large Cap Max Buffer Dec ETF | |||
| AFIF | 9.44 | N/A | -0.02% |
| Anfield Universal Fixed Income ETF | |||
| KXI | 66.85 | -0.11 | -0.16% |
| iShares Global Consumer Staples ETF | |||
| BBC | 40.36 | -1.13 | -2.72% |
| Virtus LifeSci Biotech Clinical Trls ETF | |||