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HUMEX vs VSIIX
HUMEX vs VSIIX Comparison
Open Charts HUMEX vs VSIIX
Huber Mid Cap Value Instl
Price$15.42
Change-$0.14 (-0.90%)
VolumeN/A
Net Assets12.06M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
HUMEX vs VSIIX Comparison Chart
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HUMEX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HUMEX (12.1M). VSIIX pays higher dividends than HUMEX: VSIIX (2.24) vs HUMEX (1.31). HUMEX was incepted earlier than VSIIX: HUMEX (9 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). HUMEX annual gain was more profitable for investors over the last year : 5.13 vs. VSIIX (3.81). VSIIX return over 5 years is better than : 80.64 vs. HUMEX (68.04).
| 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 | 9 years | 26 years | - |
| Gain YTD | -6.940 | -4.316 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 54B | 0% |
| Annual Yield % from dividends | 1.31 | 2.24 | 58% |
| Returns for 1 year | 5.13 | 3.81 | 134% |
| Returns for 3 years | 11.07 | 26.18 | 42% |
| Returns for 5 years | 68.04 | 80.64 | 84% |
| Returns for 10 years | N/A | 80.51 | - |
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