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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$17.13
Change-$0.28 (-1.61%)
VolumeN/A
Net Assets12.21M
Vanguard Small Cap Value Index I
Price$49.33
Change-$0.45 (-0.90%)
VolumeN/A
Net Assets58.32B
HUMEX vs VSIIX Comparison Chart
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HUMEX vs. VSIIX commentary
Feb 01, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HUMEX (12.2M). 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). HUMEX annual gain was more profitable for investors over the last year : 21.67 vs. VSIIX (17.44). VSIIX return over 5 years is better than : 57.90 vs. HUMEX (49.97).
| 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 | 3.862 | 3.424 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 58.3B | 0% |
| Annual Yield % from dividends | 1.13 | 2.02 | 56% |
| Returns for 1 year | 21.67 | 17.44 | 124% |
| Returns for 3 years | 21.74 | 21.68 | 100% |
| Returns for 5 years | 49.97 | 57.90 | 86% |
| Returns for 10 years | N/A | 107.65 | - |