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BVEIX vs RWMHX
BVEIX vs RWMHX Comparison
Open Charts BVEIX vs RWMHX
Becker Value Equity Institutional
Price$20.80
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets99.13M
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
BVEIX vs RWMHX Comparison Chart in %
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BVEIX vs. RWMHX commentary
Dec 26, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BVEIX (99.1M). 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 : 6.35 vs. BVEIX (2.67). RWMHX return over 5 years is better than : 41.75 vs. BVEIX (15.71).
| 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 | 4.052 | 8.199 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.1M | 209B | 0% |
| Annual Yield % from dividends | 1.09 | 1.30 | 84% |
| Returns for 1 year | 2.67 | 6.35 | 42% |
| Returns for 3 years | 14.76 | 32.68 | 45% |
| Returns for 5 years | 15.71 | 41.75 | 38% |
| Returns for 10 years | 44.32 | 81.49 | 54% |
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