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HUMEX vs VSIAX
HUMEX vs VSIAX Comparison
Open Charts HUMEX vs VSIAX
Huber Mid Cap Value Instl
Price$16.15
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets12.3M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HUMEX vs VSIAX Comparison Chart in %
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HUMEX vs. VSIAX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HUMEX (12.3M). VSIAX pays higher dividends than HUMEX: VSIAX (2.11) vs HUMEX (1.26). 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 : 5.59 vs. HUMEX (-0.91). VSIAX return over 5 years is better than : 88.99 vs. HUMEX (74.35).
| 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 | -2.535 | 2.904 | -87% |
| 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 | 55.6B | 0% |
| Annual Yield % from dividends | 1.26 | 2.11 | 60% |
| Returns for 1 year | -0.91 | 5.59 | -16% |
| Returns for 3 years | 14.71 | 31.08 | 47% |
| Returns for 5 years | 74.35 | 88.99 | 84% |
| Returns for 10 years | N/A | 102.83 | - |
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