HUMEX
Price
$15.73
Change
+$0.08 (+0.51%)
Updated
Jun 27 closing price
Net Assets
11.92M
VSIAX
Price
$84.16
Change
+$0.17 (+0.20%)
Updated
Jun 27 closing price
Net Assets
54.02B
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HUMEX vs VSIAX

Header iconHUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAXBanner chart's image
Huber Mid Cap Value Instl
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets11.92M
Vanguard Small Cap Value Index Admiral
Price$84.16
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets54.02B
HUMEX vs VSIAX Comparison Chart in %
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VS
HUMEX vs. VSIAX commentary
Jun 28, 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 Buy and VSIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. HUMEX (11.9M). VSIAX pays higher dividends than HUMEX: VSIAX (2.23) vs HUMEX (1.31). HUMEX was incepted earlier than VSIAX: HUMEX (10 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 : 8.21 vs. HUMEX (5.20). VSIAX return over 5 years is better than : 94.70 vs. HUMEX (83.37).
HUMEXVSIAXHUMEX / VSIAX
Total Expense Ratio1.110.071,586%
Annual Report Gross Expense Ratio2.100.073,000%
Fund Existence10 years14 years-
Gain YTD-5.552-1.223454%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9M54B0%
Annual Yield % from dividends1.312.2359%
Returns for 1 year5.208.2163%
Returns for 3 years12.7329.9443%
Returns for 5 years83.3794.7088%
Returns for 10 yearsN/A89.95-
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