HUMDX
Price
$17.39
Change
+$0.20 (+1.16%)
Updated
Jan 30 closing price
Net Assets
12.07M
VISVX
Price
$49.70
Change
+$0.53 (+1.08%)
Updated
Jan 30 closing price
Net Assets
58.32B
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HUMDX vs VISVX

Header iconHUMDX vs VISVX Comparison
Open Charts HUMDX vs VISVXBanner chart's image
Huber Mid Cap Value I
Price$17.39
Change+$0.20 (+1.16%)
VolumeN/A
Net Assets12.07M
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
HUMDX vs VISVX Comparison Chart
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HUMDX vs. VISVX commentary
Jan 31, 2025

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 Hold and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. HUMDX (12.1M). 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). HUMDX annual gain was more profitable for investors over the last year : 21.41 vs. VISVX (17.43). VISVX return over 5 years is better than : 57.77 vs. HUMDX (49.30).
HUMDXVISVXHUMDX / VISVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years27 years-
Gain YTD3.8673.429113%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets12.1M58.3B0%
Annual Yield % from dividends1.071.9057%
Returns for 1 year21.4117.43123%
Returns for 3 years21.4921.6199%
Returns for 5 years49.3057.7785%
Returns for 10 yearsN/A107.11-
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