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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$17.38
Change-$0.24 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Nov 14, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HUMEX (12.3M). 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). VSIAX annual gain was more profitable for investors over the last year : 29.94 vs. HUMEX (25.24). VSIAX return over 5 years is better than : 59.96 vs. HUMEX (42.11).
| 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 | 17.831 | 17.342 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 57.6B | 0% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 25.24 | 29.94 | 84% |
| Returns for 3 years | 14.81 | 15.20 | 97% |
| Returns for 5 years | 42.11 | 59.96 | 70% |
| Returns for 10 years | N/A | 112.55 | - |
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