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HUMDX vs VISVX
HUMDX vs VISVX Comparison
Open Charts HUMDX vs VISVX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
HUMDX vs VISVX Comparison Chart
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HUMDX vs. VISVX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HUMDX is a StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HUMDX (11.6M). VISVX pays higher dividends than HUMDX: VISVX (1.90) vs HUMDX (1.07). HUMDX was incepted earlier than VISVX: HUMDX (9 years) vs VISVX (27 years). HUMDX is a more actively managed with annual turnover of: 66.66 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUMDX: VISVX (3000) vs HUMDX (5000). VISVX (16.18) and HUMDX (15.96) have marching annual gain over last year. VISVX return over 5 years is better than : 52.67 vs. HUMDX (34.23).
| HUMDX | VISVX | HUMDX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 14.226 | 14.945 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 63B | 0% |
| Annual Yield % from dividends | 1.07 | 1.90 | 57% |
| Returns for 1 year | 15.96 | 16.18 | 99% |
| Returns for 3 years | 19.72 | 20.58 | 96% |
| Returns for 5 years | 34.23 | 52.67 | 65% |
| Returns for 10 years | N/A | 105.07 | - |
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