CAMMX vs VMCIX

Both CAMMX and VMCIX are mutual funds. CAMMX has a lower 5-year return than VMCIX (12.98% vs 15.32%). CAMMX has a higher expense ratio than VMCIX (0.95% vs 0.04%). Below is the comparison between CAMMX and VMCIX.

CAMMX VMCIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Cambiar Funds Vanguard
Net Assets $124.50M $27.09B
Expense Ratio 0.95% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.51% 1.14%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return 16.73% 21.99%
1-Year Return -3.96% 2.50%
3-Year Return 15.29% 20.15%
5-Year Return 12.98% 15.32%
10-Year Return 14.18% 15.74%

CAMMX description

The Fund seeks capital appreciation. Under normal circumstances, the Fund invests at least 80% of its net assets in common stocks of small- to mid-sized companies. The Fund normally invests in 25 to 35 common stocks.

CAMMX performance & returns

YTD Return 16.73%
1-Month Return -3.39%
3-Month Return -3.96%
1-Year Return -3.96%
3-Year Return 15.29%
5-Year Return 12.98%
10-Year Return 14.18%
CAMMX expense ratio is 0.95%.

CAMMX holdings

Top 10 Holdings (27.07% of Total Assets)

Name Symbol % Assets
Vulcan Materials Co VMC 2.97%
Lumentum Holdings Inc LITE 2.74%
Qorvo Inc QRVO 2.71%
Axis Capital Holdings Ltd AXS 2.71%
Bio-Rad Laboratories Inc BIO 2.69%
Exelixis Inc EXEL 2.68%
A.O. Smith Corp AOS 2.65%
Synchrony Financial SYF 2.64%
Steris PLC STE 2.64%
Burlington Stores Inc BURL 2.64%

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VMCIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

VMCIX performance & returns

YTD Return 21.99%
1-Month Return -0.78%
3-Month Return 2.50%
1-Year Return 2.50%
3-Year Return 20.15%
5-Year Return 15.32%
10-Year Return 15.74%
VMCIX expense ratio is 0.04%.

VMCIX holdings

Top 10 Holdings (7.57% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 0.82%
DexCom Inc DXCM 0.82%
Lululemon Athletica Inc LULU 0.81%
Veeva Systems Inc Class A VEEV 0.78%
DocuSign Inc DOCU 0.78%
SBA Communications Corp SBAC 0.74%
Chipotle Mexican Grill Inc Class A CMG 0.72%
Twilio Inc A TWLO 0.71%
Centene Corp CNC 0.70%
Twitter Inc TWTR 0.69%

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