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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$17.38
Change-$0.24 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.43
Change-$0.20 (-0.40%)
VolumeN/A
CapitalizationN/A
HUMEX vs VISVX Comparison Chart
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HUMEX vs. VISVX 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 HUMEX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. HUMEX (12.3M). VISVX pays higher dividends than HUMEX: VISVX (1.90) vs HUMEX (1.13). HUMEX was incepted earlier than VISVX: HUMEX (9 years) vs VISVX (27 years). HUMEX is a more actively managed with annual turnover of: 66.66 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 : 29.91 vs. HUMEX (25.24). VISVX return over 5 years is better than : 59.86 vs. HUMEX (42.11).
| HUMEX | VISVX | HUMEX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 17.831 | 17.294 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 57.6B | 0% |
| Annual Yield % from dividends | 1.13 | 1.90 | 59% |
| Returns for 1 year | 25.24 | 29.91 | 84% |
| Returns for 3 years | 14.81 | 15.16 | 98% |
| Returns for 5 years | 42.11 | 59.86 | 70% |
| Returns for 10 years | N/A | 111.98 | - |