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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$27.00
Change+$0.46 (+1.73%)
VolumeN/A
Net Assets77.59M
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
HUSEX vs VSIIX Comparison Chart
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HUSEX vs. VSIIX commentary
Jun 07, 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: 54B vs. HUSEX (77.6M). VSIIX pays higher dividends than HUSEX: VSIIX (2.24) vs HUSEX (0.42). 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). HUSEX annual gain was more profitable for investors over the last year : 5.18 vs. VSIIX (3.02). HUSEX return over 5 years is better than : 78.21 vs. VSIIX (64.96).
| 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 | -7.911 | -4.253 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 54B | 0% |
| Annual Yield % from dividends | 0.42 | 2.24 | 19% |
| Returns for 1 year | 5.18 | 3.02 | 172% |
| Returns for 3 years | 10.91 | 12.14 | 90% |
| Returns for 5 years | 78.21 | 64.96 | 120% |
| Returns for 10 years | 67.25 | 82.85 | 81% |
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