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BVEIX vs FWMMX
BVEIX vs FWMMX Comparison
Open Charts BVEIX vs FWMMX
Becker Value Equity Institutional
Price$22.68
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEIX vs FWMMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. BVEIX (99.6M). FWMMX pays higher dividends than BVEIX: FWMMX (1.35) vs BVEIX (1.09). BVEIX was incepted earlier than FWMMX: BVEIX (14 years) vs FWMMX (5 years). BVEIX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. BVEIX (20.00). FWMMX has a lower initial minimum investment than BVEIX: FWMMX (250) vs BVEIX (100000). FWMMX annual gain was more profitable for investors over the last year : 4.71 vs. BVEIX (3.34). FWMMX return over 5 years is better than : 48.37 vs. BVEIX (27.19).
| BVEIX | FWMMX | BVEIX / FWMMX | |
| Total Expense Ratio | 0.68 | 0.35 | 194% |
| Annual Report Gross Expense Ratio | 0.94 | 0.35 | 269% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 12.956 | 11.811 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.6M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.35 | 81% |
| Returns for 1 year | 3.34 | 4.71 | 71% |
| Returns for 3 years | 11.20 | 30.67 | 37% |
| Returns for 5 years | 27.19 | 48.37 | 56% |
| Returns for 10 years | 40.44 | N/A | - |
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