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HUSEX vs VSIAX
HUSEX vs VSIAX Comparison
Open Charts HUSEX vs VSIAX
Huber Small Cap Value Instl
Price$28.43
Change-$0.78 (-2.67%)
VolumeN/A
Net Assets82.88M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HUSEX vs VSIAX Comparison Chart
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HUSEX vs. VSIAX commentary
Feb 23, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HUSEX (82.9M). VSIAX pays higher dividends than HUSEX: VSIAX (2.01) vs HUSEX (0.46). HUSEX was incepted earlier than VSIAX: HUSEX (13 years) vs VSIAX (13 years). HUSEX is a more actively managed with annual turnover of: 43.63 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HUSEX: VSIAX (3000) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : 12.67 vs. VSIAX (9.98). HUSEX return over 5 years is better than : 54.72 vs. VSIAX (47.61).
| HUSEX | VSIAX | HUSEX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -1.353 | -0.294 | 461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.9M | 60.2B | 0% |
| Annual Yield % from dividends | 0.46 | 2.01 | 23% |
| Returns for 1 year | 12.67 | 9.98 | 127% |
| Returns for 3 years | 26.90 | 17.97 | 150% |
| Returns for 5 years | 54.72 | 47.61 | 115% |
| Returns for 10 years | 79.48 | 90.53 | 88% |
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