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BVEIX vs FWWMX
BVEIX vs FWWMX Comparison
Open Charts BVEIX vs FWWMX
Becker Value Equity Institutional
Price$22.77
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets99.98M
American Funds Washington Mutual 529-F-3
Price$67.84
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BVEIX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. BVEIX (100M). FWWMX pays higher dividends than BVEIX: FWWMX (1.41) vs BVEIX (1.10). 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). BVEIX annual gain was more profitable for investors over the last year : 5.84 vs. FWWMX (5.28). FWWMX return over 5 years is better than : 51.47 vs. BVEIX (32.60).
| 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 | 13.907 | 11.480 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 209B | 0% |
| Annual Yield % from dividends | 1.10 | 1.41 | 78% |
| Returns for 1 year | 5.84 | 5.28 | 110% |
| Returns for 3 years | 15.12 | 33.88 | 45% |
| Returns for 5 years | 32.60 | 51.47 | 63% |
| Returns for 10 years | 45.77 | N/A | - |
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