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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$28.35
Change+$0.33 (+1.18%)
VolumeN/A
Net Assets80.48M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.28 (+0.56%)
VolumeN/A
Net Assets58.35B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX vs. VSIIX commentary
Nov 28, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HUSEX (80.5M). VSIIX pays higher dividends than HUSEX: VSIIX (2.03) vs HUSEX (0.41). HUSEX was incepted earlier than VSIIX: HUSEX (14 years) vs VSIIX (26 years). HUSEX (1.39) is less costly to investors than VSIIX (0.06). HUSEX is a more actively managed with annual turnover of: 30.55 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 : -2.39 vs. HUSEX (-7.54). HUSEX return over 5 years is better than : 63.95 vs. VSIIX (56.13).
| HUSEX | VSIIX | HUSEX / VSIIX | |
| Total Expense Ratio | 1.28 | 0.06 | 2,133% |
| Annual Report Gross Expense Ratio | 1.39 | 0.06 | 2,317% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.776 | 6.211 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.5M | 58.3B | 0% |
| Annual Yield % from dividends | 0.41 | 2.03 | 20% |
| Returns for 1 year | -7.54 | -2.39 | 315% |
| Returns for 3 years | 19.77 | 26.51 | 75% |
| Returns for 5 years | 63.95 | 56.13 | 114% |
| Returns for 10 years | 91.89 | 109.35 | 84% |
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