BERWX vs VSMAX
Both BERWX and VSMAX are mutual funds. Below is the comparison between BERWX and VSMAX.
| BERWX | VSMAX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Segment | U.S. Equity: Small Blend | U.S. Equity: Small Blend |
| Family | N/A | Vanguard |
| Net Assets | N/A | $47.44B |
| Expense Ratio | N/A | 0.05% |
| Management Style | active | passive (index-based) |
| Dividend Yield | N/A | 1.43% |
| Minimum Investment | $1,000.00 | $10,000.00 |
| YTD Return | N/A | -17.78% |
| 1-Year Return | N/A | -10.05% |
| 3-Year Return | N/A | 8.41% |
| 5-Year Return | N/A | 8.48% |
| 10-Year Return | N/A | 11.71% |
BERWX
BERWX description
null
BERWX performance & returns
| YTD Return | N/A |
| 1-Month Return | N/A |
| 3-Month Return | N/A |
| 1-Year Return | N/A |
| 3-Year Return | N/A |
| 5-Year Return | N/A |
| 10-Year Return | N/A |
BERWX expense ratio is N/A.
BERWX holdings
Top 10 Holdings (31.03% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Hallmark Financial Services Inc | HALL | 4.27% |
| Hooker Furniture Corp | HOFT | 3.86% |
| Myriad Genetics Inc | MYGN | 3.29% |
| M.D.C. Holdings Inc | MDC | 2.99% |
| McDermott International Inc | MDR | 2.83% |
| Quality Systems Inc | QSII | 2.79% |
| Ashford Hospitality Trust Inc | AHT | 2.79% |
| Carpenter Technology Corp | CRS | 2.76% |
| KMG Chemicals Inc | KMG | 2.73% |
| Flagstar Bancorp Inc | FBC | 2.72% |
BERWX pros
The following are BERWX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
BERWX cons
The following are BERWX weaknesses from our perspective:
- BERWX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant BERWX comparisons
You may also want to check out the following BERWX comparisons that investors often look for on Finny
- BERWX vs VSMAX
- BERWX vs VSCIX
- BERWX vs VSCPX
- BERWX vs VTMSX
- BERWX vs SWSSX
- BERWX vs PRSVX
- BERWX vs FTHSX
- BERWX vs FSCRX
- BERWX vs TISBX
- BERWX vs BDSIX
Or use Finny's Comparison Tool to create a comparison you'd like to see.
VSMAX
VSMAX description
The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.
VSMAX performance & returns
| YTD Return | -17.78% |
| 1-Month Return | -12.55% |
| 3-Month Return | -10.05% |
| 1-Year Return | -10.05% |
| 3-Year Return | 8.41% |
| 5-Year Return | 8.48% |
| 10-Year Return | 11.71% |
VSMAX expense ratio is 0.05%.
VSMAX holdings
Top 10 Holdings (3.87% of Total Assets)
VSMAX pros
The following are VSMAX strengths from our perspective:
- VSMAX 3-year return is 8.41%, which is higher than the 3-year return of the benchmark index (CRSP US Small Cap TR USD), 8.38%.
- VSMAX 5-year return is 8.48%, which is higher than the 5-year return of the benchmark index (CRSP US Small Cap TR USD), 8.46%.
- VSMAX 10-year return is 11.71%, which is in line with the 10-year return of the benchmark index (CRSP US Small Cap TR USD), 11.74%.
- VSMAX 15-year return is 7.92%, which is in line with the 15-year return of the benchmark index (CRSP US Small Cap TR USD), 8.29%.
- VSMAX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
VSMAX cons
None that we could think of.Other relevant VSMAX comparisons
You may also want to check out the following VSMAX comparisons that investors often look for on Finny
- VSMAX vs VSIAX
- VSMAX vs VSGAX
- VSMAX vs VIMAX
- VSMAX vs VBR
- VSMAX vs VFIAX
- VSMAX vs VTSAX
- VSMAX vs FSSNX
- VSMAX vs VSCIX
- VSMAX vs VSCPX
- VSMAX vs VTMSX
- VSMAX vs SWSSX
- VSMAX vs PRSVX
- VSMAX vs FTHSX
- VSMAX vs FSCRX
- VSMAX vs TISBX
- VSMAX vs BDSIX
- VSMAX vs VSMSX
Or use Finny's Comparison Tool to create a comparison you'd like to see.