Interact to see
Advertisement
Advertisement
BVEIX vs RWMHX
BVEIX vs RWMHX Comparison
Open Charts BVEIX vs RWMHX
Becker Value Equity Institutional
Price$21.53
Change-$0.87 (-3.88%)
VolumeN/A
Net Assets101.7M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
BVEIX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BVEIX vs. RWMHX commentary
Feb 04, 2026
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: 208B vs. BVEIX (102M). RWMHX (1.36) and BVEIX (1.30) have matching dividends . 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). BVEIX is a more actively managed with annual turnover of: 31.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than BVEIX: RWMHX (250) vs BVEIX (100000). RWMHX (5.40) and BVEIX (5.36) have marching annual gain over last year. RWMHX return over 5 years is better than : 37.20 vs. BVEIX (15.69).
| 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 | 4.413 | 1.523 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 208B | 0% |
| Annual Yield % from dividends | 1.30 | 1.36 | 95% |
| Returns for 1 year | 5.36 | 5.40 | 99% |
| Returns for 3 years | 14.07 | 30.10 | 47% |
| Returns for 5 years | 15.69 | 37.20 | 42% |
| Returns for 10 years | 64.69 | 96.94 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement