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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$28.27
Change+$0.17 (+0.60%)
VolumeN/A
Net Assets82.83M
Vanguard Small Cap Value Index I
Price$50.41
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX vs. VSIIX commentary
Oct 09, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. HUSEX (82.8M). VSIIX pays higher dividends than HUSEX: VSIIX (2.01) vs HUSEX (0.39). 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 : 6.10 vs. HUSEX (1.14). HUSEX return over 5 years is better than : 100.05 vs. VSIIX (78.26).
| 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 | -2.498 | 5.726 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.8M | 59.1B | 0% |
| Annual Yield % from dividends | 0.39 | 2.01 | 20% |
| Returns for 1 year | 1.14 | 6.10 | 19% |
| Returns for 3 years | 28.44 | 43.40 | 66% |
| Returns for 5 years | 100.05 | 78.26 | 128% |
| Returns for 10 years | 92.06 | 112.44 | 82% |
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