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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$16.34
Change+$0.18 (+1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Dec 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. HUMEX (11.5M). 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 : 12.54 vs. VSIAX (11.88). VSIAX return over 5 years is better than : 47.32 vs. HUMEX (31.83).
| 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 | 12.077 | 11.356 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 63B | 0% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 12.54 | 11.88 | 106% |
| Returns for 3 years | 15.34 | 15.75 | 97% |
| Returns for 5 years | 31.83 | 47.32 | 67% |
| Returns for 10 years | N/A | 97.07 | - |
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