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.

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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)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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