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BVEIX vs RWMHX
BVEIX vs RWMHX Comparison
Open Charts BVEIX vs RWMHX
Becker Value Equity Institutional
Price$22.68
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets99.61M
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BVEIX vs RWMHX Comparison Chart in %
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BVEIX vs. RWMHX 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 RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BVEIX (99.6M). RWMHX pays higher dividends than BVEIX: RWMHX (1.30) vs BVEIX (1.09). BVEIX was incepted earlier than RWMHX: BVEIX (14 years) vs RWMHX (10 years). BVEIX (0.94) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. BVEIX (20.00). RWMHX has a lower initial minimum investment than BVEIX: RWMHX (250) vs BVEIX (100000). RWMHX annual gain was more profitable for investors over the last year : 4.61 vs. BVEIX (3.34). RWMHX return over 5 years is better than : 44.05 vs. BVEIX (27.19).
| BVEIX | RWMHX | BVEIX / RWMHX | |
| Total Expense Ratio | 0.68 | 0.41 | 166% |
| Annual Report Gross Expense Ratio | 0.94 | 0.41 | 229% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 12.956 | 11.737 | 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 | 1.30 | 84% |
| Returns for 1 year | 3.34 | 4.61 | 72% |
| Returns for 3 years | 11.20 | 29.33 | 38% |
| Returns for 5 years | 27.19 | 44.05 | 62% |
| Returns for 10 years | 40.44 | 76.31 | 53% |
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