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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$28.00
Change-$1.10 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX commentary
Dec 19, 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 StrongBuy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HUSEX (83M). 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 : 16.22 vs. HUSEX (13.97). HUSEX (55.57) and VSIIX (52.86) 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 | 11.578 | 15.027 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 63B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 13.97 | 16.22 | 86% |
| Returns for 3 years | 30.53 | 20.66 | 148% |
| Returns for 5 years | 55.57 | 52.86 | 105% |
| Returns for 10 years | 87.89 | 105.75 | 83% |
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