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WEHIX vs VIMAX

Both VIMAX and WEHIX are mutual funds. VIMAX has a higher 5-year return than WEHIX (15.5% vs 10.19%). VIMAX has a lower expense ratio than WEHIX (0.05% vs 1.23%). Below is the comparison between VIMAX and WEHIX.

VIMAX WEHIX
Security Type ETF ETF
Segment U.S. Equity: Mid-Cap Blend U.S. Equity: Mid-Cap Blend
Family Vanguard Weitz
Net Assets $57.03B $212.80M
Expense Ratio 0.05% 1.23%
Management Style passive (index-based) active
Dividend Yield 1.30% 0.00%
Minimum Investment $10,000.00 $3,000.00
YTD Return 10.33% 11.05%
1-Year Return 7.17% 7.92%
3-Year Return 16.30% 12.28%
5-Year Return 15.50% 10.19%
10-Year Return 12.62% 8.20%

VIMAX description

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

VIMAX performance & returns

YTD Return 10.33%
1-Month Return 4.99%
3-Month Return 7.17%
1-Year Return 7.17%
3-Year Return 16.30%
5-Year Return 15.50%
10-Year Return 12.62%
VIMAX expense ratio is 0.05%.

VIMAX holdings

Top 10 Holdings (7.57% of Total Assets)

Name Symbol % Assets
Digital Realty Trust Inc DLR 0.82%
DexCom Inc DXCM 0.82%
Lululemon Athletica Inc LULU 0.81%
Veeva Systems Inc Class A VEEV 0.78%
DocuSign Inc DOCU 0.78%
SBA Communications Corp SBAC 0.74%
Chipotle Mexican Grill Inc Class A CMG 0.72%
Twilio Inc A TWLO 0.71%
Centene Corp CNC 0.70%
Twitter Inc TWTR 0.69%

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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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