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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$16.01
Change-$0.19 (-1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Sep 21, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B 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). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. HUMEX (14.71). VSIAX return over 5 years is better than : 57.13 vs. HUMEX (40.72).
| 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 | 8.542 | 11.368 | 75% |
| 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 | 57.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.01 | 56% |
| Returns for 1 year | 14.71 | 25.86 | 57% |
| Returns for 3 years | 15.77 | 21.48 | 73% |
| Returns for 5 years | 40.72 | 57.13 | 71% |
| Returns for 10 years | N/A | 109.18 | - |
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