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BVEFX vs FWMIX
BVEFX vs FWMIX Comparison
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BVEFX vs FWMIX Comparison Chart in %
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BVEFX vs. FWMIX commentary
Jul 28, 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 BVEFX is a Buy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. BVEFX (106M). FWMIX pays higher dividends than BVEFX: FWMIX (1.49) vs BVEFX (1.13). BVEFX was incepted earlier than FWMIX: BVEFX (23 years) vs FWMIX (10 years). BVEFX (1.00) is less costly to investors than FWMIX (0.26). BVEFX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). BVEFX has a lower initial minimum investment than FWMIX: BVEFX (2500) vs FWMIX (1000000). BVEFX annual gain was more profitable for investors over the last year : 7.09 vs. FWMIX (5.34). FWMIX return over 5 years is better than : 29.08 vs. BVEFX (6.94).
| BVEFX | FWMIX | BVEFX / FWMIX | |
| Total Expense Ratio | 0.78 | 0.26 | 300% |
| Annual Report Gross Expense Ratio | 1.00 | 0.26 | 385% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.616 | 4.735 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 219B | 0% |
| Annual Yield % from dividends | 1.13 | 1.49 | 76% |
| Returns for 1 year | 7.09 | 5.34 | 133% |
| Returns for 3 years | 20.54 | 27.76 | 74% |
| Returns for 5 years | 6.94 | 29.08 | 24% |
| Returns for 10 years | 48.04 | N/A | - |
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