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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets12.29M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HUMEX vs VSIIX Comparison Chart in %
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HUMEX vs. VSIIX commentary
Jul 07, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HUMEX (12.3M). VSIIX pays higher dividends than HUMEX: VSIIX (2.12) vs HUMEX (1.26). HUMEX was incepted earlier than VSIIX: HUMEX (10 years) vs VSIIX (26 years). HUMEX (2.10) is less costly to investors than VSIIX (0.06). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VSIIX (16.00). HUMEX has a lower initial minimum investment than VSIIX: HUMEX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. HUMEX (7.43). VSIIX return over 5 years is better than : 94.15 vs. HUMEX (81.65).
| HUMEX | VSIIX | HUMEX / VSIIX | |
| Total Expense Ratio | 1.11 | 0.06 | 1,850% |
| Annual Report Gross Expense Ratio | 2.10 | 0.06 | 3,500% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -2.655 | 2.040 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3M | 54B | 0% |
| Annual Yield % from dividends | 1.26 | 2.12 | 59% |
| Returns for 1 year | 7.43 | 11.69 | 64% |
| Returns for 3 years | 15.63 | 34.90 | 45% |
| Returns for 5 years | 81.65 | 94.15 | 87% |
| Returns for 10 years | N/A | 96.60 | - |
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