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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$16.04
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets12.12M
Vanguard Small Cap Value Index I
Price$48.12
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets55.61B
HUMEX vs VISVX Comparison Chart in %
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HUMEX vs. VISVX commentary
Jul 19, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HUMEX (12.1M). VISVX pays higher dividends than HUMEX: VISVX (1.99) vs HUMEX (1.26). 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 : 2.35 vs. HUMEX (-1.43). VISVX return over 5 years is better than : 85.52 vs. HUMEX (73.74).
| HUMEX | VISVX | HUMEX / VISVX | |
| Total Expense Ratio | 1.11 | 0.19 | 584% |
| Annual Report Gross Expense Ratio | 2.10 | 0.19 | 1,105% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -3.983 | 0.400 | -996% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 55.6B | 0% |
| Annual Yield % from dividends | 1.26 | 1.99 | 63% |
| Returns for 1 year | -1.43 | 2.35 | -61% |
| Returns for 3 years | 18.00 | 33.02 | 55% |
| Returns for 5 years | 73.74 | 85.52 | 86% |
| Returns for 10 years | N/A | 92.69 | - |
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