VEMAX vs NEWFX

Both NEWFX and VEMAX are mutual funds. NEWFX has a higher 5-year return than VEMAX (11.94% vs 8.83%). NEWFX has a higher expense ratio than VEMAX (0.96% vs 0.14%). Below is the comparison between NEWFX and VEMAX.

NEWFX VEMAX
Security Type Mutual fund Mutual fund
Segment International Equity: Diversified Emerging Market International Equity: Diversified Emerging Market
Family American Funds Vanguard
Net Assets $16.50B $17.46B
Expense Ratio 0.96% 0.14%
Management Style active passive (index-based)
Dividend Yield 0.43% 2.57%
Minimum Investment $1,000.00 $10,000.00
YTD Return -5.99% 0.56%
1-Year Return -8.10% -3.33%
3-Year Return 14.02% 9.98%
5-Year Return 11.94% 8.83%
10-Year Return 7.86% 4.52%

NEWFX description

The Fund seeks long-term capital appreciation. Under normal conditions, the fund invests in common stocks of companies with significant exposure to countries with developing economies and/or markets. The securities markets of these countries may be referred to as emerging markets. It may also invest in junk bonds.

NEWFX performance & returns

YTD Return -5.99%
1-Month Return -3.71%
3-Month Return -8.10%
1-Year Return -8.10%
3-Year Return 14.02%
5-Year Return 11.94%
10-Year Return 7.86%
NEWFX expense ratio is 0.96%.

NEWFX holdings

Top 10 Holdings (18.86% of Total Assets)

Name Symbol % Assets
Reliance Industries Ltd RELIANCE.B 2.52%
Microsoft Corp MSFT 2.49%
Alibaba Group Holding Ltd Ordinary Shares 09988 2.28%
Tencent Holdings Ltd 00700 2.08%
Kweichow Moutai Co Ltd 600519 1.79%
MercadoLibre Inc MELI.SA 1.71%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.69%
Kotak Mahindra Bank Ltd KOTAKBANK. 1.46%
Facebook Inc A FB 1.45%
Sea Ltd ADR SE.SI 1.39%

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VEMAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. The Fund employs an indexing investment approach designed to track the FTSE Emerging Markets All Cap China A Inclusion Index by sampling the Index.

VEMAX performance & returns

YTD Return 0.56%
1-Month Return 2.28%
3-Month Return -3.33%
1-Year Return -3.33%
3-Year Return 9.98%
5-Year Return 8.83%
10-Year Return 4.52%
VEMAX expense ratio is 0.14%.

VEMAX holdings

Top 10 Holdings (26.95% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 8.02%
Tencent Holdings Ltd 00700 6.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 3.80%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 1.95%
Meituan 03690 1.75%
Reliance Industries Ltd RELIANCE.B 1.47%
Naspers Ltd Class N NPN.JO 1.15%
JD.com Inc ADR JD 1.03%
China Construction Bank Corp Class H 00939 0.92%
Ping An Insurance (Group) Co. of China Ltd Class H 02318 0.86%

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