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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
Jun 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 BVEFX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 214B vs. BVEFX (104M). FWMIX pays higher dividends than BVEFX: FWMIX (1.45) vs BVEFX (1.14). BVEFX was incepted earlier than FWMIX: BVEFX (23 years) vs FWMIX (9 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 : 10.41 vs. FWMIX (8.17). FWMIX return over 5 years is better than : 26.97 vs. BVEFX (2.82).
| 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 | 9 years | - |
| Gain YTD | 8.851 | 5.605 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 214B | 0% |
| Annual Yield % from dividends | 1.14 | 1.45 | 78% |
| Returns for 1 year | 10.41 | 8.17 | 127% |
| Returns for 3 years | 22.56 | 33.31 | 68% |
| Returns for 5 years | 2.82 | 26.97 | 10% |
| Returns for 10 years | 47.92 | N/A | - |
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