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BVEIX vs FWMIX
BVEIX vs FWMIX Comparison
Open Charts BVEIX vs FWMIX
Becker Value Equity Institutional
Price$22.68
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEIX vs FWMIX Comparison Chart in %
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BVEIX vs. FWMIX commentary
Dec 04, 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 BVEIX is a Buy and FWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. BVEIX (99.6M). FWMIX pays higher dividends than BVEIX: FWMIX (1.42) vs BVEIX (1.09). BVEIX was incepted earlier than FWMIX: BVEIX (14 years) vs FWMIX (9 years). BVEIX (0.94) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. BVEIX (20.00). BVEIX has a lower initial minimum investment than FWMIX: BVEIX (100000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 4.79 vs. BVEIX (3.34). FWMIX return over 5 years is better than : 44.91 vs. BVEIX (27.19).
| BVEIX | FWMIX | BVEIX / FWMIX | |
| Total Expense Ratio | 0.68 | 0.26 | 262% |
| Annual Report Gross Expense Ratio | 0.94 | 0.26 | 362% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 12.956 | 11.908 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.6M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.42 | 77% |
| Returns for 1 year | 3.34 | 4.79 | 70% |
| Returns for 3 years | 11.20 | 29.93 | 37% |
| Returns for 5 years | 27.19 | 44.91 | 61% |
| Returns for 10 years | 40.44 | N/A | - |
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