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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$16.16
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets11.33M
Vanguard Small Cap Value Index Admiral
Price$83.15
Change-$1.81 (-2.13%)
VolumeN/A
Net Assets60.22B
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Mar 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HUMEX (11.3M). VSIAX pays higher dividends than HUMEX: VSIAX (2.01) vs HUMEX (1.13). HUMEX was incepted earlier than VSIAX: HUMEX (9 years) vs VSIAX (13 years). HUMEX is a more actively managed with annual turnover of: 66.66 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HUMEX: VSIAX (3000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 11.37 vs. VSIAX (8.84). VSIAX return over 5 years is better than : 69.56 vs. HUMEX (55.06).
| HUMEX | VSIAX | HUMEX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -2.474 | -0.247 | 1,004% |
| 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 | 60.2B | 0% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 11.37 | 8.84 | 129% |
| Returns for 3 years | 13.76 | 17.96 | 77% |
| Returns for 5 years | 55.06 | 69.56 | 79% |
| Returns for 10 years | N/A | 91.11 | - |
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