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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$17.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
HUMEX vs VSIIX Comparison Chart
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HUMEX vs. VSIIX commentary
Nov 22, 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: 57.6B vs. HUMEX (11.8M). 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 : 30.12 vs. HUMEX (23.41). VSIIX return over 5 years is better than : 62.33 vs. HUMEX (41.31).
| 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 | 16.610 | 17.792 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 57.6B | 0% |
| Annual Yield % from dividends | 1.13 | 2.02 | 56% |
| Returns for 1 year | 23.41 | 30.12 | 78% |
| Returns for 3 years | 15.86 | 17.00 | 93% |
| Returns for 5 years | 41.31 | 62.33 | 66% |
| Returns for 10 years | N/A | 110.51 | - |
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