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WEHIX vs VEMPX

Both VEMPX and WEHIX are mutual funds. VEMPX has a higher 5-year return than WEHIX (18.89% vs 10.19%). VEMPX has a lower expense ratio than WEHIX (0.04% vs 1.23%). Below is the comparison between VEMPX and WEHIX.

VEMPX WEHIX
Security Type ETF ETF
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Vanguard Weitz
Net Assets $13.12B $212.80M
Expense Ratio 0.04% 1.23%
Management Style passive (index-based) active
Dividend Yield 1.27% 0.00%
Minimum Investment $100,000,000.00 $3,000.00
YTD Return 10.70% 11.05%
1-Year Return 5.91% 7.92%
3-Year Return 19.78% 12.28%
5-Year Return 18.89% 10.19%
10-Year Return 13.50% 8.20%

VEMPX description

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

VEMPX performance & returns

YTD Return 10.70%
1-Month Return 2.56%
3-Month Return 5.91%
1-Year Return 5.91%
3-Year Return 19.78%
5-Year Return 18.89%
10-Year Return 13.50%
VEMPX expense ratio is 0.04%.

VEMPX 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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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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