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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$16.01
Change-$0.19 (-1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
HUMEX vs VSIIX Comparison Chart
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HUMEX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. HUMEX (11.3M). VSIIX pays higher dividends than HUMEX: VSIIX (2.02) vs HUMEX (1.13). HUMEX was incepted earlier than VSIIX: HUMEX (9 years) vs VSIIX (25 years). HUMEX is a more actively managed with annual turnover of: 66.66 vs. VSIIX (16.00). HUMEX has a lower initial minimum investment than VSIIX: HUMEX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. HUMEX (14.71). VSIIX return over 5 years is better than : 57.12 vs. HUMEX (40.72).
| HUMEX | VSIIX | HUMEX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 8.542 | 11.364 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 57.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.02 | 56% |
| Returns for 1 year | 14.71 | 25.85 | 57% |
| Returns for 3 years | 15.77 | 21.47 | 73% |
| Returns for 5 years | 40.72 | 57.12 | 71% |
| Returns for 10 years | N/A | 109.23 | - |
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