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WEHIX vs VIEIX
Both VIEIX and WEHIX are mutual funds. VIEIX has a higher 5-year return than WEHIX (18.88% vs 10.19%). VIEIX has a lower expense ratio than WEHIX (0.05% vs 1.23%). Below is the comparison between VIEIX and WEHIX.
| VIEIX | WEHIX | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | U.S. Equity: Mid-Cap Blend | U.S. Equity: Mid-Cap Blend |
| Family | Vanguard | Weitz |
| Net Assets | $21.00B | $212.80M |
| Expense Ratio | 0.05% | 1.23% |
| Management Style | passive (index-based) | active |
| Dividend Yield | 1.26% | 0.00% |
| Minimum Investment | $5,000,000.00 | $3,000.00 |
| YTD Return | 10.70% | 11.05% |
| 1-Year Return | 5.91% | 7.92% |
| 3-Year Return | 19.77% | 12.28% |
| 5-Year Return | 18.88% | 10.19% |
| 10-Year Return | 13.48% | 8.20% |
VIEIX description
The Fund seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization stocks.
VIEIX performance & returns
| YTD Return | 10.70% |
| 1-Month Return | 2.56% |
| 3-Month Return | 5.91% |
| 1-Year Return | 5.91% |
| 3-Year Return | 19.77% |
| 5-Year Return | 18.88% |
| 10-Year Return | 13.48% |
VIEIX expense ratio is 0.05%.
VIEIX 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% |
Other relevant VIEIX comparisons
You may also want to check out the following VIEIX comparisons that investors often look for on Finny
- VIEIX vs VINIX
- VIEIX vs VIMAX
- VIEIX vs VEXAX
- VIEIX vs VSEMX
- VIEIX vs VMCIX
- VIEIX vs VMCPX
- VIEIX vs VEMPX
- VIEIX vs VSEQX
- VIEIX vs PFPMX
- VIEIX vs PARMX
- VIEIX vs NOMIX
Or use Finny Compare Wizard to create a comparison you’d like to see.
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% |
Other relevant WEHIX comparisons
You may also want to check out the following WEHIX comparisons that investors often look for on Finny
- WEHIX vs VIMAX
- WEHIX vs VEXAX
- WEHIX vs VSEMX
- WEHIX vs VMCIX
- WEHIX vs VIEIX
- WEHIX vs VMCPX
- WEHIX vs VEMPX
- WEHIX vs VSEQX
- WEHIX vs PFPMX
- WEHIX vs PARMX
Or use Finny Compare Wizard to create a comparison you’d like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
