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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$15.42
Change-$0.14 (-0.90%)
VolumeN/A
Net Assets11.95M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
HUMEX vs VISVX Comparison Chart
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HUMEX vs. VISVX commentary
Jun 15, 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 HUMEX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HUMEX (12M). VISVX pays higher dividends than HUMEX: VISVX (2.11) vs HUMEX (1.31). HUMEX was incepted earlier than VISVX: HUMEX (9 years) vs VISVX (27 years). HUMEX (2.10) is less costly to investors than VISVX (0.19). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUMEX: VISVX (3000) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 5.13 vs. VISVX (3.80). VISVX return over 5 years is better than : 80.48 vs. HUMEX (68.04).
| HUMEX | VISVX | HUMEX / VISVX | |
| Total Expense Ratio | 1.11 | 0.19 | 584% |
| Annual Report Gross Expense Ratio | 2.10 | 0.19 | 1,105% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -6.940 | -4.331 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 54B | 0% |
| Annual Yield % from dividends | 1.31 | 2.11 | 62% |
| Returns for 1 year | 5.13 | 3.80 | 135% |
| Returns for 3 years | 11.07 | 26.12 | 42% |
| Returns for 5 years | 68.04 | 80.48 | 85% |
| Returns for 10 years | N/A | 80.06 | - |
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