HUMEX
Price
$15.73
Change
+$0.08 (+0.51%)
Updated
Jun 27 closing price
Net Assets
11.92M
VISVX
Price
$46.96
Change
+$0.09 (+0.19%)
Updated
Jun 27 closing price
Net Assets
54.02B
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HUMEX vs VISVX

Header iconHUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVXBanner chart's image
Huber Mid Cap Value Instl
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets11.92M
Vanguard Small Cap Value Index I
Price$46.96
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets54.02B
HUMEX vs VISVX Comparison Chart in %
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HUMEX vs. VISVX commentary
Jun 28, 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 HUMEX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HUMEX (11.9M). VISVX pays higher dividends than HUMEX: VISVX (2.11) vs HUMEX (1.31). HUMEX was incepted earlier than VISVX: HUMEX (10 years) vs VISVX (27 years). HUMEX (2.10) is less costly to investors than VISVX (0.19). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUMEX: VISVX (3000) vs HUMEX (1000000). VISVX annual gain was more profitable for investors over the last year : 8.15 vs. HUMEX (5.20). VISVX return over 5 years is better than : 94.50 vs. HUMEX (83.37).
HUMEXVISVXHUMEX / VISVX
Total Expense Ratio1.110.19584%
Annual Report Gross Expense Ratio2.100.191,105%
Fund Existence10 years27 years-
Gain YTD-5.552-1.255442%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9M54B0%
Annual Yield % from dividends1.312.1162%
Returns for 1 year5.208.1564%
Returns for 3 years12.7329.8343%
Returns for 5 years83.3794.5088%
Returns for 10 yearsN/A89.51-
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