BERWX vs VTMSX

Both BERWX and VTMSX are mutual funds. Below is the comparison between BERWX and VTMSX.

BERWX VTMSX
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 $8.25B
Expense Ratio N/A 0.09%
Management Style active passive (index-based)
Dividend Yield N/A 1.12%
Minimum Investment $1,000.00 $10,000.00
YTD Return N/A 24.67%
1-Year Return N/A 5.90%
3-Year Return N/A 14.60%
5-Year Return N/A 15.07%
10-Year Return N/A 14.88%

BERWX description

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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%

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VTMSX description

The Fund seeks long-term growth of capital by investing primarily in equity securities included in Standard & Poor's Small-Cap 600 Index.

VTMSX performance & returns

YTD Return 24.67%
1-Month Return 4.46%
3-Month Return 5.90%
1-Year Return 5.90%
3-Year Return 14.60%
5-Year Return 15.07%
10-Year Return 14.88%
VTMSX expense ratio is 0.09%.

VTMSX holdings

Top 10 Holdings (6.16% of Total Assets)

Name Symbol % Assets
Momenta Pharmaceuticals Inc N/A 0.91%
Meritage Homes Corp MTH 0.67%
Stamps.com Inc STMP 0.62%
NeoGenomics Inc NEO 0.60%
Neogen Corp NEOG 0.60%
Kinsale Capital Group Inc KNSL 0.59%
Simpson Manufacturing Co Inc SSD 0.58%
UFP Industries Inc UFPI 0.54%
Exponent Inc EXPO 0.53%
Brooks Automation Inc BRKS 0.52%

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