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HUSEX vs VSIAX
HUSEX vs VSIAX Comparison
Open Charts HUSEX vs VSIAX
Huber Small Cap Value Instl
Price$24.18
Change-$1.98 (-7.57%)
VolumeN/A
Net Assets76.61M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
HUSEX vs VSIAX Comparison Chart
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HUSEX vs. VSIAX commentary
Apr 04, 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HUSEX (76.6M). VSIAX pays higher dividends than HUSEX: VSIAX (2.27) vs HUSEX (0.44). HUSEX was incepted earlier than VSIAX: HUSEX (13 years) vs VSIAX (14 years). HUSEX (1.39) is less costly to investors than VSIAX (0.07). HUSEX is a more actively managed with annual turnover of: 30.55 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HUSEX: VSIAX (3000) vs HUSEX (1000000). VSIAX annual gain was more profitable for investors over the last year : 1.33 vs. HUSEX (-2.25). VSIAX (138.18) and HUSEX (137.52) have equivalent 5 years return.
| HUSEX | VSIAX | HUSEX / VSIAX | |
| Total Expense Ratio | 1.28 | 0.07 | 1,829% |
| Annual Report Gross Expense Ratio | 1.39 | 0.07 | 1,986% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -11.173 | -4.128 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6M | 57.6B | 0% |
| Annual Yield % from dividends | 0.44 | 2.27 | 19% |
| Returns for 1 year | -2.25 | 1.33 | -169% |
| Returns for 3 years | 5.80 | 9.17 | 63% |
| Returns for 5 years | 137.52 | 138.18 | 100% |
| Returns for 10 years | 63.28 | 80.20 | 79% |
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