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BPAVX vs FWMIX
BPAVX vs FWMIX Comparison
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BPAVX vs FWMIX Comparison Chart in %
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BPAVX vs. FWMIX commentary
Sep 11, 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 BPAVX is a Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. BPAVX (1.39B). FWMIX pays higher dividends than BPAVX: FWMIX (1.46) vs BPAVX (0.66). BPAVX was incepted earlier than FWMIX: BPAVX (24 years) vs FWMIX (10 years). BPAVX (1.10) is less costly to investors than FWMIX (0.26). BPAVX is a more actively managed with annual turnover of: 37.00 vs. FWMIX (32.00). BPAVX has a lower initial minimum investment than FWMIX: BPAVX (2500) vs FWMIX (1000000). BPAVX annual gain was more profitable for investors over the last year : 14.19 vs. FWMIX (2.84). FWMIX return over 5 years is better than : 27.58 vs. BPAVX (20.13).
| BPAVX | FWMIX | BPAVX / FWMIX | |
| Total Expense Ratio | 1.05 | 0.26 | 404% |
| Annual Report Gross Expense Ratio | 1.10 | 0.26 | 423% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 17.612 | 4.488 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 218B | 1% |
| Annual Yield % from dividends | 0.66 | 1.46 | 45% |
| Returns for 1 year | 14.19 | 2.84 | 499% |
| Returns for 3 years | 24.39 | 30.14 | 81% |
| Returns for 5 years | 20.13 | 27.58 | 73% |
| Returns for 10 years | 77.33 | N/A | - |
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