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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$14.60
Change+$0.32 (+2.24%)
VolumeN/A
Net Assets11.07M
Vanguard Small Cap Value Index I
Price$42.27
Change+$0.49 (+1.17%)
VolumeN/A
Net Assets53.62B
HUMEX vs VISVX Comparison Chart
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HUMEX vs. VISVX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. HUMEX (11.1M). VISVX pays higher dividends than HUMEX: VISVX (2.14) vs HUMEX (1.29). HUMEX was incepted earlier than VISVX: HUMEX (9 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 : -4.28 vs. HUMEX (-4.51). VISVX return over 5 years is better than : 90.16 vs. HUMEX (65.64).
| 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 | 9 years | 27 years | - |
| Gain YTD | -13.820 | -11.979 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 53.6B | 0% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | -4.51 | -4.28 | 105% |
| Returns for 3 years | -2.16 | 3.68 | -59% |
| Returns for 5 years | 65.64 | 90.16 | 73% |
| Returns for 10 years | N/A | 65.10 | - |
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