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WEHIX vs VSEQX
Both VSEQX and WEHIX are mutual funds. VSEQX has a higher 5-year return than WEHIX (14.37% vs 10.19%). VSEQX has a lower expense ratio than WEHIX (0.17% vs 1.23%). Below is the comparison between VSEQX and WEHIX.
VSEQX | WEHIX | |
---|---|---|
Security Type | ETF | ETF |
Segment | U.S. Equity: Mid-Cap Blend | U.S. Equity: Mid-Cap Blend |
Family | Vanguard | Weitz |
Net Assets | $7.60B | $212.80M |
Expense Ratio | 0.17% | 1.23% |
Management Style | active | active |
Dividend Yield | 1.16% | 0.00% |
Minimum Investment | $3,000.00 | $3,000.00 |
YTD Return | 17.09% | 11.05% |
1-Year Return | 12.34% | 7.92% |
3-Year Return | 13.41% | 12.28% |
5-Year Return | 14.37% | 10.19% |
10-Year Return | 12.80% | 8.20% |
VSEQX description
The Fund seeks to provide long-term total return by investing in U.S. equity securities, emphasizing medium- and small-capitalization companies.
VSEQX performance & returns
YTD Return | 17.09% |
1-Month Return | 4.64% |
3-Month Return | 12.34% |
1-Year Return | 12.34% |
3-Year Return | 13.41% |
5-Year Return | 14.37% |
10-Year Return | 12.80% |
VSEQX holdings
Top 10 Holdings (9.60% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Cmt Market Liquidity Rate | N/A | 1.32% |
Synopsys Inc | SNPS | 1.11% |
Cadence Design Systems Inc | CDNS | 1.08% |
Best Buy Co Inc | BBY | 1.03% |
W.W. Grainger Inc | GWW | 0.88% |
Fortinet Inc | FTNT | 0.87% |
Expeditors International of Washington Inc | EXPD | 0.85% |
Masco Corp | MAS | 0.84% |
PulteGroup Inc | PHM | 0.83% |
Booz Allen Hamilton Holding Corp Class A | BAH | 0.79% |
Other relevant VSEQX comparisons
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- VSEQX vs VEXAX
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- VSEQX vs VIEIX
- VSEQX vs VMCPX
- VSEQX vs VEMPX
- VSEQX vs PFPMX
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- VSEQX vs NOMIX
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 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
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