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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$27.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX commentary
Sep 20, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. HUSEX (76M). 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 : 21.77 vs. HUSEX (12.68). HUSEX return over 5 years is better than : 59.84 vs. VSIIX (55.85).
| 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 | 4.202 | 10.459 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 57.3B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 12.68 | 21.77 | 58% |
| Returns for 3 years | 18.43 | 17.80 | 104% |
| Returns for 5 years | 59.84 | 55.85 | 107% |
| Returns for 10 years | 64.40 | 102.79 | 63% |
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