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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$14.34
Change-$1.22 (-7.84%)
VolumeN/A
Net Assets10.91M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Apr 04, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HUMEX (10.9M). VSIAX pays higher dividends than HUMEX: VSIAX (2.27) vs HUMEX (1.29). HUMEX was incepted earlier than VSIAX: HUMEX (9 years) vs VSIAX (14 years). HUMEX (2.10) is less costly to investors than VSIAX (0.07). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HUMEX: VSIAX (3000) vs HUMEX (1000000). VSIAX annual gain was more profitable for investors over the last year : 1.33 vs. HUMEX (1.11). VSIAX return over 5 years is better than : 138.18 vs. HUMEX (115.72).
| HUMEX | VSIAX | HUMEX / VSIAX | |
| Total Expense Ratio | 1.11 | 0.07 | 1,586% |
| Annual Report Gross Expense Ratio | 2.10 | 0.07 | 3,000% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -6.095 | -4.128 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 57.6B | 0% |
| Annual Yield % from dividends | 1.29 | 2.27 | 57% |
| Returns for 1 year | 1.11 | 1.33 | 83% |
| Returns for 3 years | 2.49 | 9.17 | 27% |
| Returns for 5 years | 115.72 | 138.18 | 84% |
| Returns for 10 years | N/A | 80.20 | - |
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