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BVEIX vs FWWMX
BVEIX vs FWWMX Comparison
Open Charts BVEIX vs FWWMX
Becker Value Equity Institutional
Price$22.68
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEIX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. BVEIX (99.6M). FWWMX pays higher dividends than BVEIX: FWWMX (1.38) vs BVEIX (1.09). BVEIX was incepted earlier than FWWMX: BVEIX (14 years) vs FWWMX (5 years). BVEIX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. BVEIX (20.00). FWWMX has a lower initial minimum investment than BVEIX: FWWMX (250) vs BVEIX (100000). FWWMX annual gain was more profitable for investors over the last year : 4.75 vs. BVEIX (3.34). FWWMX return over 5 years is better than : 48.63 vs. BVEIX (27.19).
| BVEIX | FWWMX | BVEIX / FWWMX | |
| Total Expense Ratio | 0.68 | 0.31 | 219% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 12.956 | 11.858 | 109% |
| 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 | 1.38 | 79% |
| Returns for 1 year | 3.34 | 4.75 | 70% |
| Returns for 3 years | 11.20 | 30.80 | 36% |
| Returns for 5 years | 27.19 | 48.63 | 56% |
| Returns for 10 years | 40.44 | N/A | - |
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