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BVEFX vs RWMHX
BVEFX vs RWMHX Comparison
Open Charts BVEFX vs RWMHX
Becker Value Equity Retail
Price$20.62
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets99.13M
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
BVEFX vs RWMHX Comparison Chart in %
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BVEFX vs. RWMHX commentary
Dec 27, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BVEFX (99.1M). RWMHX pays higher dividends than BVEFX: RWMHX (1.30) vs BVEFX (1.09). 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 : 6.35 vs. BVEFX (2.64). RWMHX return over 5 years is better than : 41.75 vs. BVEFX (15.03).
| 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 | 3.982 | 8.199 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.1M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.30 | 84% |
| Returns for 1 year | 2.64 | 6.35 | 42% |
| Returns for 3 years | 14.38 | 32.68 | 44% |
| Returns for 5 years | 15.03 | 41.75 | 36% |
| Returns for 10 years | 42.80 | 81.49 | 53% |