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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
Aug 21, 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: 218B vs. BVEFX (110M). FWMIX pays higher dividends than BVEFX: FWMIX (1.47) vs BVEFX (1.09). 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). FWMIX (32.00) and BVEFX (31.00) have comparable annual turnover. 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 : 11.75 vs. FWMIX (7.46). FWMIX return over 5 years is better than : 29.70 vs. BVEFX (8.21).
| 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 | 16.919 | 6.746 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 218B | 0% |
| Annual Yield % from dividends | 1.09 | 1.47 | 75% |
| Returns for 1 year | 11.75 | 7.46 | 157% |
| Returns for 3 years | 29.18 | 34.53 | 85% |
| Returns for 5 years | 8.21 | 29.70 | 28% |
| Returns for 10 years | 51.57 | N/A | - |
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