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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$14.60
Change+$0.32 (+2.24%)
VolumeN/A
Net Assets11.07M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
HUMEX vs VSIAX Comparison Chart
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HUMEX vs. VSIAX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. HUMEX (11.1M). VSIAX pays higher dividends than HUMEX: VSIAX (2.27) vs HUMEX (1.29). HUMEX was incepted earlier than VSIAX: HUMEX (9 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 : -4.25 vs. HUMEX (-4.51). VSIAX return over 5 years is better than : 90.37 vs. HUMEX (65.64).
| HUMEX | VSIAX | HUMEX / VSIAX | |
| Total Expense Ratio | 1.11 | 0.07 | 1,586% |
| Annual Report Gross Expense Ratio | 2.10 | 0.07 | 3,000% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.820 | -11.960 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 53.6B | 0% |
| Annual Yield % from dividends | 1.29 | 2.27 | 57% |
| Returns for 1 year | -4.51 | -4.25 | 106% |
| Returns for 3 years | -2.16 | 3.74 | -58% |
| Returns for 5 years | 65.64 | 90.37 | 73% |
| Returns for 10 years | N/A | 65.51 | - |
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