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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$28.43
Change-$0.78 (-2.67%)
VolumeN/A
Net Assets82.88M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. HUSEX (82.9M). VSIIX pays higher dividends than HUSEX: VSIIX (2.02) vs HUSEX (0.46). HUSEX was incepted earlier than VSIIX: HUSEX (13 years) vs VSIIX (25 years). HUSEX is a more actively managed with annual turnover of: 43.63 vs. VSIIX (16.00). HUSEX has a lower initial minimum investment than VSIIX: HUSEX (1000000) vs VSIIX (5000000). HUSEX (12.67) and VSIIX (12.51) have marching annual gain over last year. HUSEX return over 5 years is better than : 54.72 vs. VSIIX (51.02).
| HUSEX | VSIIX | HUSEX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.353 | 1.995 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.9M | 60.2B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 12.67 | 12.51 | 101% |
| Returns for 3 years | 26.90 | 20.70 | 130% |
| Returns for 5 years | 54.72 | 51.02 | 107% |
| Returns for 10 years | 79.48 | 94.96 | 84% |
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