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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$28.86
Change-$0.39 (-1.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX commentary
Nov 18, 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 StrongSell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HUSEX (82.5M). 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). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. HUSEX (20.60). HUSEX (57.58) and VSIIX (57.48) have equivalent 5 years return.
| 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 | 10.237 | 15.492 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.5M | 57.6B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 20.60 | 28.76 | 72% |
| Returns for 3 years | 18.17 | 13.30 | 137% |
| Returns for 5 years | 57.58 | 57.48 | 100% |
| Returns for 10 years | 79.18 | 108.84 | 73% |
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