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BEGIX vs VWNEX

Both BEGIX and VWNEX are mutual funds. BEGIX has a higher 5-year return than VWNEX (15.17% vs 13.75%). BEGIX has a higher expense ratio than VWNEX (0.77% vs 0.19%). Below is the comparison between BEGIX and VWNEX.

BEGIX VWNEX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Sterling Capital Funds Vanguard
Net Assets $1.59B $17.73B
Expense Ratio 0.77% 0.19%
Management Style active active
Dividend Yield 1.28% 1.72%
Minimum Investment $1,000,000.00 $50,000.00
YTD Return 18.13% 19.42%
1-Year Return 3.91% 1.51%
3-Year Return 15.59% 12.74%
5-Year Return 15.17% 13.75%
10-Year Return 12.41% 12.91%

BEGIX description

The Fund seeks capital growth and current income. To pursue its investment objective, under normal market conditions, the Fund invests at least 80% of its net assets, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates.

BEGIX performance & returns

YTD Return 18.13%
1-Month Return 1.65%
3-Month Return 3.91%
1-Year Return 3.91%
3-Year Return 15.59%
5-Year Return 15.17%
10-Year Return 12.41%
BEGIX expense ratio is 0.77%.

BEGIX holdings

Top 10 Holdings (41.29% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.68%
Abbott Laboratories ABT 4.52%
United Parcel Service Inc Class B UPS 4.47%
The Home Depot Inc HD 4.41%
Accenture PLC Class A ACN 4.26%
Analog Devices Inc ADI 3.90%
Verizon Communications Inc VZ 3.81%
Merck & Co Inc MRK 3.81%
Anthem Inc ANTM 3.78%
Discover Financial Services DFS 3.65%

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VWNEX description

The Fund seeks long-term growth of capital and income. The Fund invests mainly in large- and mid-capitalization companies whose stocks are considered to be undervalued. Undervalued stocks generally trade at prices that are below average in relation to such measures as earnings and book value.

VWNEX performance & returns

YTD Return 19.42%
1-Month Return -0.22%
3-Month Return 1.51%
1-Year Return 1.51%
3-Year Return 12.74%
5-Year Return 13.75%
10-Year Return 12.91%
VWNEX expense ratio is 0.19%.

VWNEX holdings

Top 10 Holdings (19.04% of Total Assets)

Name Symbol % Assets
Comcast Corp Class A CMCSA 2.47%
Bank of America Corp BAC 2.24%
T-Mobile US Inc TMUS 2.22%
CVS Health Corp CVS 1.92%
Westinghouse Air Brake Technologies Corp WAB 1.78%
UnitedHealth Group Inc UNH 1.77%
MetLife Inc MET 1.70%
Philip Morris International Inc PM 1.69%
Intel Corp INTC 1.66%
Exelon Corp EXC 1.59%

Other relevant VWNEX comparisons

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