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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 expense ratio is 0.17%.
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
You may also want to check out the following VSEQX comparisons that investors often look for on Finny
- VSEQX vs VIMAX
- VSEQX vs VEXAX
- VSEQX vs VSEMX
- VSEQX vs VMCIX
- VSEQX vs VIEIX
- VSEQX vs VMCPX
- VSEQX vs VEMPX
- VSEQX vs PFPMX
- VSEQX vs PARMX
- VSEQX 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.
