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BVEIX vs FWMIX
BVEIX vs FWMIX Comparison
Open Charts BVEIX vs FWMIX
Becker Value Equity Institutional
Price$21.53
Change-$0.87 (-3.88%)
VolumeN/A
Net Assets101.7M
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
BVEIX vs FWMIX Comparison Chart in %
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BVEIX vs. FWMIX commentary
Feb 04, 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 BVEIX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. BVEIX (102M). FWMIX pays higher dividends than BVEIX: FWMIX (1.49) vs BVEIX (1.30). 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). BVEIX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). BVEIX has a lower initial minimum investment than FWMIX: BVEIX (100000) vs FWMIX (1000000). FWMIX (5.56) and BVEIX (5.36) have marching annual gain over last year. FWMIX return over 5 years is better than : 38.07 vs. BVEIX (15.69).
| 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 | 4.413 | 1.535 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 208B | 0% |
| Annual Yield % from dividends | 1.30 | 1.49 | 87% |
| Returns for 1 year | 5.36 | 5.56 | 96% |
| Returns for 3 years | 14.07 | 30.73 | 46% |
| Returns for 5 years | 15.69 | 38.07 | 41% |
| Returns for 10 years | 64.69 | N/A | - |
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