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HUSEX vs VISVX
HUSEX vs VISVX Comparison
Open Charts HUSEX vs VISVX
Huber Small Cap Value Instl
Price$28.27
Change+$0.17 (+0.60%)
VolumeN/A
Net Assets82.83M
Vanguard Small Cap Value Index I
Price$50.34
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
HUSEX vs VISVX Comparison Chart in %
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HUSEX vs. VISVX commentary
Oct 09, 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 HUSEX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. HUSEX (82.8M). VISVX pays higher dividends than HUSEX: VISVX (1.88) vs HUSEX (0.39). HUSEX was incepted earlier than VISVX: HUSEX (14 years) vs VISVX (27 years). HUSEX (1.39) is less costly to investors than VISVX (0.19). HUSEX is a more actively managed with annual turnover of: 30.55 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUSEX: VISVX (3000) vs HUSEX (1000000). VISVX annual gain was more profitable for investors over the last year : 6.07 vs. HUSEX (1.14). HUSEX return over 5 years is better than : 100.05 vs. VISVX (78.02).
| HUSEX | VISVX | HUSEX / VISVX | |
| Total Expense Ratio | 1.28 | 0.19 | 674% |
| Annual Report Gross Expense Ratio | 1.39 | 0.19 | 732% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -2.498 | 5.707 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.8M | 59.1B | 0% |
| Annual Yield % from dividends | 0.39 | 1.88 | 21% |
| Returns for 1 year | 1.14 | 6.07 | 19% |
| Returns for 3 years | 28.44 | 43.26 | 66% |
| Returns for 5 years | 100.05 | 78.02 | 128% |
| Returns for 10 years | 92.06 | 111.90 | 82% |
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