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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$17.13
Change-$0.28 (-1.61%)
VolumeN/A
Net Assets12.21M
Vanguard Small Cap Value Index Admiral
Price$88.25
Change-$0.81 (-0.91%)
VolumeN/A
Net Assets58.32B
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Feb 01, 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: 58.3B vs. HUMEX (12.2M). 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 : 21.67 vs. VSIAX (17.45). VSIAX return over 5 years is better than : 57.90 vs. HUMEX (49.97).
| 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 | 3.862 | 3.440 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 58.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 21.67 | 17.45 | 124% |
| Returns for 3 years | 21.74 | 21.69 | 100% |
| Returns for 5 years | 49.97 | 57.90 | 86% |
| Returns for 10 years | N/A | 107.64 | - |