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HUMDX vs VSIIX
HUMDX vs VSIIX Comparison
Open Charts HUMDX vs VSIIX
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
HUMDX vs VSIIX Comparison Chart
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VS
VS
HUMDX vs. VSIIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HUMDX (12.3M). 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 annual gain was more profitable for investors over the last year : 36.22 vs. HUMDX (30.43). VSIIX return over 5 years is better than : 61.33 vs. HUMDX (43.98).
| 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 | 19.199 | 17.839 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 57.6B | 0% |
| Annual Yield % from dividends | 1.07 | 2.02 | 53% |
| Returns for 1 year | 30.43 | 36.22 | 84% |
| Returns for 3 years | 16.11 | 15.71 | 103% |
| Returns for 5 years | 43.98 | 61.33 | 72% |
| Returns for 10 years | N/A | 113.51 | - |