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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$16.01
Change-$0.19 (-1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HUMEX vs VISVX Comparison Chart
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HUMEX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HUMEX (11.3M). VISVX pays higher dividends than HUMEX: VISVX (1.90) vs HUMEX (1.13). HUMEX was incepted earlier than VISVX: HUMEX (9 years) vs VISVX (26 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 : 25.80 vs. HUMEX (14.71). VISVX return over 5 years is better than : 56.98 vs. HUMEX (40.72).
| HUMEX | VISVX | HUMEX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 8.542 | 11.310 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 57.3B | 0% |
| Annual Yield % from dividends | 1.13 | 1.90 | 59% |
| Returns for 1 year | 14.71 | 25.80 | 57% |
| Returns for 3 years | 15.77 | 21.42 | 74% |
| Returns for 5 years | 40.72 | 56.98 | 71% |
| Returns for 10 years | N/A | 108.54 | - |