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WEHIX vs PARMX

Both PARMX and WEHIX are mutual funds. PARMX has a higher 5-year return than WEHIX (14.24% vs 10.19%). PARMX has a lower expense ratio than WEHIX (0.99% vs 1.23%). Below is the comparison between PARMX and WEHIX.

PARMX WEHIX
Security Type ETF ETF
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Parnassus Weitz
Net Assets $2.85B $212.80M
Expense Ratio 0.99% 1.23%
Management Style active active
Dividend Yield 0.19% 0.00%
Minimum Investment $3,000.00 $3,000.00
YTD Return 6.72% 11.05%
1-Year Return 4.51% 7.92%
3-Year Return 14.81% 12.28%
5-Year Return 14.24% 10.19%
10-Year Return 11.87% 8.20%

PARMX description

The Fund seeks long-term growth of capital. The Fund invests primarily in the stock of companies with market capitalizations between $3 billion and $20 billion at the time of initial purchase.

PARMX performance & returns

YTD Return 6.72%
1-Month Return 7.11%
3-Month Return 4.51%
1-Year Return 4.51%
3-Year Return 14.81%
5-Year Return 14.24%
10-Year Return 11.87%
PARMX expense ratio is 0.99%.

PARMX holdings

Top 10 Holdings (32.93% of Total Assets)

Name Symbol % Assets
Republic Services Inc Class A RSG 4.15%
FedEx Corp FDX 3.94%
Hologic Inc HOLX 3.83%
Xylem Inc XYL 3.48%
Nuance Communications Inc NUAN 3.39%
Cerner Corp CERN 3.30%
Verisk Analytics Inc VRSK 2.84%
Jack Henry & Associates Inc JKHY 2.70%
Teleflex Inc TFX 2.67%
Synopsys Inc SNPS 2.63%

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WEHIX description

The Fund seeks common stocks selected on fundamental investment values. The Fund seeks undervalued stocks.

WEHIX performance & returns

YTD Return 11.05%
1-Month Return 3.01%
3-Month Return 7.92%
1-Year Return 7.92%
3-Year Return 12.28%
5-Year Return 10.19%
10-Year Return 8.20%
WEHIX expense ratio is 1.23%.

WEHIX holdings

Top 10 Holdings (44.19% of Total Assets)

Name Symbol % Assets
LICT Corp LICT 5.96%
Laboratory Corp of America Holdings LH 4.95%
Liberty Broadband Corp C LBRDK 4.90%
CarMax Inc KMX 4.47%
GCI Liberty Inc A GLIBA 4.17%
United States Treasury Bills 0.01% N/A 4.00%
CoStar Group Inc CSGP 4.00%
ACI Worldwide Inc ACIW 3.99%
Guidewire Software Inc GWRE 3.88%
Ingersoll Rand Inc IR 3.87%

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