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CAMMX vs VSEMX

Both CAMMX and VSEMX are mutual funds. CAMMX has a lower 5-year return than VSEMX (15.79% vs 17.6%). CAMMX has a higher expense ratio than VSEMX (0.95% vs 0.02%). Below is the comparison between CAMMX and VSEMX.

CAMMX VSEMX
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 $130.00M $28.84B
Expense Ratio 0.95% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.49% 1.21%
Minimum Investment $3,000.00 $3,000,000,000.00
YTD Return 17.49% 14.73%
1-Year Return -2.99% 1.40%
3-Year Return 13.81% 16.65%
5-Year Return 15.79% 17.60%
10-Year Return 14.21% 15.39%

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 17.49%
1-Month Return -2.72%
3-Month Return -2.99%
1-Year Return -2.99%
3-Year Return 13.81%
5-Year Return 15.79%
10-Year Return 14.21%
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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VSEMX description

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

VSEMX performance & returns

YTD Return 14.73%
1-Month Return 2.22%
3-Month Return 1.40%
1-Year Return 1.40%
3-Year Return 16.65%
5-Year Return 17.60%
10-Year Return 15.39%
VSEMX expense ratio is 0.02%.

VSEMX holdings

Top 10 Holdings (12.74% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 5.47%
Zoom Video Communications Inc ZM 1.50%
Square Inc A SQ 1.05%
Uber Technologies Inc UBER 0.88%
DocuSign Inc DOCU 0.69%
Lululemon Athletica Inc LULU 0.68%
Veeva Systems Inc Class A VEEV 0.64%
Workday Inc Class A WDAY 0.61%
NXP Semiconductors NV NXPI 0.61%
Blackstone Group Inc BX 0.61%

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