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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets12.28M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
HUMEX vs VSIAX Comparison Chart in %
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HUMEX vs. VSIAX commentary
Aug 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. HUMEX (12.3M). VSIAX pays higher dividends than HUMEX: VSIAX (2.07) vs HUMEX (1.25). HUMEX was incepted earlier than VSIAX: HUMEX (10 years) vs VSIAX (14 years). HUMEX (2.10) is less costly to investors than VSIAX (0.07). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than HUMEX: VSIAX (3000) vs HUMEX (1000000). VSIAX annual gain was more profitable for investors over the last year : 6.63 vs. HUMEX (3.81). VSIAX return over 5 years is better than : 76.57 vs. HUMEX (66.78).
| HUMEX | VSIAX | HUMEX / VSIAX | |
| Total Expense Ratio | 1.11 | 0.07 | 1,586% |
| Annual Report Gross Expense Ratio | 2.10 | 0.07 | 3,000% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -2.716 | 2.680 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 56.4B | 0% |
| Annual Yield % from dividends | 1.25 | 2.07 | 60% |
| Returns for 1 year | 3.81 | 6.63 | 58% |
| Returns for 3 years | 6.25 | 19.32 | 32% |
| Returns for 5 years | 66.78 | 76.57 | 87% |
| Returns for 10 years | N/A | 99.65 | - |
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