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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
Jun 19, 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: 218B vs. BVEIX (103M). FWMIX pays higher dividends than BVEIX: FWMIX (1.45) vs BVEIX (1.24). 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 : 10.43 vs. FWMIX (8.00). FWMIX return over 5 years is better than : 29.75 vs. BVEIX (8.45).
| 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 | 9.602 | 1.626 | 590% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 218B | 0% |
| Annual Yield % from dividends | 1.24 | 1.45 | 85% |
| Returns for 1 year | 10.43 | 8.00 | 130% |
| Returns for 3 years | 20.60 | 28.51 | 72% |
| Returns for 5 years | 8.45 | 29.75 | 28% |
| Returns for 10 years | 53.02 | N/A | - |
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