Ad is loading...
HUSIX vs VISVX
HUSIX vs VISVX Comparison
Open Charts HUSIX vs VISVX
Huber Small Cap Value I
Price$28.74
Change-$0.40 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
HUSIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HUSIX vs. VISVX 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 HUSIX is a StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. HUSIX (84.3M). VISVX pays higher dividends than HUSIX: VISVX (1.90) vs HUSIX (0.33). HUSIX was incepted earlier than VISVX: HUSIX (17 years) vs VISVX (27 years). HUSIX is a more actively managed with annual turnover of: 43.63 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUSIX: VISVX (3000) vs HUSIX (5000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. HUSIX (13.63). HUSIX (53.87) and VISVX (52.67) have equivalent 5 years return.
| HUSIX | VISVX | HUSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 11.257 | 14.945 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 63B | 0% |
| Annual Yield % from dividends | 0.33 | 1.90 | 17% |
| Returns for 1 year | 13.63 | 16.18 | 84% |
| Returns for 3 years | 29.71 | 20.58 | 144% |
| Returns for 5 years | 53.87 | 52.67 | 102% |
| Returns for 10 years | 86.29 | 105.07 | 82% |
View a ticker or compare two or three
VS
VS
Ad is loading...