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HUMEX vs VISVX
HUMEX vs VISVX Comparison
Open Charts HUMEX vs VISVX
Huber Mid Cap Value Instl
Price$19.14
Change+$2.57 (+15.51%)
VolumeN/A
Net Assets12.38M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
HUMEX vs VISVX Comparison Chart in %
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HUMEX vs. VISVX commentary
Feb 05, 2026
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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. HUMEX (12.4M). VISVX pays higher dividends than HUMEX: VISVX (1.74) vs HUMEX (0.94). HUMEX was incepted earlier than VISVX: HUMEX (10 years) vs VISVX (28 years). HUMEX (2.10) is less costly to investors than VISVX (0.19). HUMEX is a more actively managed with annual turnover of: 65.00 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 : 14.11 vs. VISVX (12.01). VISVX (51.01) and HUMEX (50.80) have equivalent 5 years return.
| 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 | 10 years | 28 years | - |
| Gain YTD | 8.075 | 6.555 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 59.8B | 0% |
| Annual Yield % from dividends | 0.94 | 1.74 | 54% |
| Returns for 1 year | 14.11 | 12.01 | 117% |
| Returns for 3 years | 35.61 | 29.81 | 119% |
| Returns for 5 years | 50.80 | 51.01 | 100% |
| Returns for 10 years | 132.80 | 161.74 | 82% |
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