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HUSEX vs VISVX
HUSEX vs VISVX Comparison
Open Charts HUSEX vs VISVX
Huber Small Cap Value Instl
Price$27.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HUSEX vs VISVX Comparison Chart
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HUSEX vs. VISVX commentary
Sep 20, 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 HUSEX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HUSEX (76M). VISVX pays higher dividends than HUSEX: VISVX (1.90) vs HUSEX (0.46). HUSEX was incepted earlier than VISVX: HUSEX (13 years) vs VISVX (26 years). HUSEX is a more actively managed with annual turnover of: 43.63 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 : 21.73 vs. HUSEX (12.68). HUSEX return over 5 years is better than : 59.84 vs. VISVX (55.70).
| HUSEX | VISVX | HUSEX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 4.202 | 10.404 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 57.3B | 0% |
| Annual Yield % from dividends | 0.46 | 1.90 | 24% |
| Returns for 1 year | 12.68 | 21.73 | 58% |
| Returns for 3 years | 18.43 | 17.75 | 104% |
| Returns for 5 years | 59.84 | 55.70 | 107% |
| Returns for 10 years | 64.40 | 102.10 | 63% |
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