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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$17.38
Change-$0.24 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
HUMEX vs VSIIX Comparison Chart
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HUMEX vs. VSIIX commentary
Nov 14, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HUMEX (12.3M). 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 : 29.93 vs. HUMEX (25.24). VSIIX return over 5 years is better than : 60.02 vs. HUMEX (42.11).
| 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 | 17.831 | 17.351 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 57.6B | 0% |
| Annual Yield % from dividends | 1.13 | 2.02 | 56% |
| Returns for 1 year | 25.24 | 29.93 | 84% |
| Returns for 3 years | 14.81 | 15.23 | 97% |
| Returns for 5 years | 42.11 | 60.02 | 70% |
| Returns for 10 years | N/A | 112.62 | - |
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