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BVEIX vs FWMIX
BVEIX vs FWMIX Comparison
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BVEIX vs FWMIX Comparison Chart in %
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BVEIX vs. FWMIX commentary
Jul 16, 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 BVEIX is a Hold and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. BVEIX (106M). FWMIX pays higher dividends than BVEIX: FWMIX (1.49) vs BVEIX (1.23). BVEIX was incepted earlier than FWMIX: BVEIX (15 years) vs FWMIX (9 years). BVEIX (0.90) is less costly to investors than FWMIX (0.26). BVEIX is a more actively managed with annual turnover of: 31.00 vs. FWMIX (29.00). BVEIX has a lower initial minimum investment than FWMIX: BVEIX (100000) vs FWMIX (1000000). BVEIX annual gain was more profitable for investors over the last year : 10.10 vs. FWMIX (6.56). FWMIX return over 5 years is better than : 29.70 vs. BVEIX (8.81).
| BVEIX | FWMIX | BVEIX / FWMIX | |
| Total Expense Ratio | 0.68 | 0.26 | 262% |
| Annual Report Gross Expense Ratio | 0.90 | 0.26 | 346% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 12.173 | 4.117 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 219B | 0% |
| Annual Yield % from dividends | 1.23 | 1.49 | 83% |
| Returns for 1 year | 10.10 | 6.56 | 154% |
| Returns for 3 years | 21.93 | 29.63 | 74% |
| Returns for 5 years | 8.81 | 29.70 | 30% |
| Returns for 10 years | 50.66 | N/A | - |
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