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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$24.29
Change+$0.36 (+1.50%)
VolumeN/A
Net Assets69.47M
Vanguard Small Cap Value Index I
Price$42.34
Change+$0.50 (+1.20%)
VolumeN/A
Net Assets53.62B
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX commentary
Apr 24, 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: 53.6B vs. HUSEX (69.5M). VSIIX pays higher dividends than HUSEX: VSIIX (2.28) vs HUSEX (0.44). HUSEX was incepted earlier than VSIIX: HUSEX (14 years) vs VSIIX (25 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 : -4.26 vs. HUSEX (-5.91). VSIIX (90.33) and HUSEX (89.82) have equivalent 5 years return.
| 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 | 25 years | - |
| Gain YTD | -16.967 | -11.974 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 53.6B | 0% |
| Annual Yield % from dividends | 0.44 | 2.28 | 19% |
| Returns for 1 year | -5.91 | -4.26 | 139% |
| Returns for 3 years | 3.34 | 3.75 | 89% |
| Returns for 5 years | 89.82 | 90.33 | 99% |
| Returns for 10 years | 51.25 | 65.56 | 78% |
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