Ad is loading...
HUMDX vs VSIIX
HUMDX vs VSIIX Comparison
Open Charts HUMDX vs VSIIX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HUMDX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HUMDX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HUMDX (11.6M). VSIIX pays higher dividends than HUMDX: VSIIX (2.02) vs HUMDX (1.07). HUMDX was incepted earlier than VSIIX: HUMDX (9 years) vs VSIIX (25 years). HUMDX is a more actively managed with annual turnover of: 66.66 vs. VSIIX (16.00). HUMDX has a lower initial minimum investment than VSIIX: HUMDX (5000) vs VSIIX (5000000). VSIIX (16.22) and HUMDX (15.96) have marching annual gain over last year. VSIIX return over 5 years is better than : 52.86 vs. HUMDX (34.23).
| HUMDX | VSIIX | HUMDX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 14.226 | 15.027 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 63B | 0% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 15.96 | 16.22 | 98% |
| Returns for 3 years | 19.72 | 20.66 | 95% |
| Returns for 5 years | 34.23 | 52.86 | 65% |
| Returns for 10 years | N/A | 105.75 | - |