BEQAX
Price
$40.15
Change
+$0.22 (+0.55%)
Updated
Aug 21 closing price
Net Assets
1.98B
RWMFX
Price
$68.96
Change
+$0.35 (+0.51%)
Updated
Aug 21 closing price
Net Assets
217.88B
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BEQAX vs RWMFX

BEQAX vs RWMFX Comparison Chart in %
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BEQAX vs. RWMFX commentary
Aug 23, 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 BEQAX is a StrongBuy and RWMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. BEQAX (1.98B). RWMFX pays higher dividends than BEQAX: RWMFX (1.42) vs BEQAX (0.24). BEQAX was incepted earlier than RWMFX: BEQAX (29 years) vs RWMFX (24 years). BEQAX (0.90) is less costly to investors than RWMFX (0.31). BEQAX is a more actively managed with annual turnover of: 73.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than BEQAX: RWMFX (250) vs BEQAX (2500). BEQAX annual gain was more profitable for investors over the last year : 12.37 vs. RWMFX (7.53). RWMFX return over 5 years is better than : 29.34 vs. BEQAX (9.04).
BEQAXRWMFXBEQAX / RWMFX
Total Expense Ratio0.900.31290%
Annual Report Gross Expense Ratio0.900.31290%
Fund Existence29 years24 years-
Gain YTD13.1386.626198%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B218B1%
Annual Yield % from dividends0.241.4217%
Returns for 1 year12.377.53164%
Returns for 3 years64.8834.20190%
Returns for 5 years9.0429.3431%
Returns for 10 years49.2380.8861%
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