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HUSIX vs VSIIX
HUSIX vs VSIIX Comparison
Open Charts HUSIX vs VSIIX
Huber Small Cap Value I
Price$24.58
Change+$0.62 (+2.59%)
VolumeN/A
Net Assets70.55M
Vanguard Small Cap Value Index I
Price$43.16
Change+$0.82 (+1.94%)
VolumeN/A
Net Assets53.62B
HUSIX vs VSIIX Comparison Chart
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HUSIX vs. VSIIX commentary
Apr 25, 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 HUSIX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. HUSIX (70.5M). VSIIX pays higher dividends than HUSIX: VSIIX (2.28) vs HUSIX (0.12). HUSIX was incepted earlier than VSIIX: HUSIX (18 years) vs VSIIX (25 years). HUSIX (1.79) is less costly to investors than VSIIX (0.06). HUSIX is a more actively managed with annual turnover of: 30.55 vs. VSIIX (16.00). HUSIX has a lower initial minimum investment than VSIIX: HUSIX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -3.09 vs. HUSIX (-4.63). VSIIX (92.61) and HUSIX (90.57) have equivalent 5 years return.
| HUSIX | VSIIX | HUSIX / VSIIX | |
| Total Expense Ratio | 1.68 | 0.06 | 2,800% |
| Annual Report Gross Expense Ratio | 1.79 | 0.06 | 2,983% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -15.812 | -10.922 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 53.6B | 0% |
| Annual Yield % from dividends | 0.12 | 2.28 | 5% |
| Returns for 1 year | -4.63 | -3.09 | 150% |
| Returns for 3 years | 4.66 | 4.79 | 97% |
| Returns for 5 years | 90.57 | 92.61 | 98% |
| Returns for 10 years | 53.30 | 68.82 | 77% |
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