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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%

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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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