HUSEX
Price
$28.44
Change
+$0.29 (+1.03%)
Updated
Jul 3 closing price
Net Assets
83.15M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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HUSEX vs VISVX

Header iconHUSEX vs VISVX Comparison
Open Charts HUSEX vs VISVXBanner chart's image
Huber Small Cap Value Instl
Price$28.44
Change+$0.29 (+1.03%)
VolumeN/A
Net Assets83.15M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HUSEX vs VISVX Comparison Chart in %
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HUSEX vs. VISVX 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 HUSEX is a Buy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HUSEX (83.2M). VISVX pays higher dividends than HUSEX: VISVX (1.99) vs HUSEX (0.41). HUSEX was incepted earlier than VISVX: HUSEX (14 years) vs VISVX (27 years). HUSEX (1.39) is less costly to investors than VISVX (0.19). HUSEX is a more actively managed with annual turnover of: 30.55 vs. VISVX (16.00). VISVX has a lower initial minimum investment than HUSEX: VISVX (3000) vs HUSEX (1000000). HUSEX (11.78) and VISVX (11.64) have marching annual gain over last year. HUSEX return over 5 years is better than : 114.19 vs. VISVX (94.00).
HUSEXVISVXHUSEX / VISVX
Total Expense Ratio1.280.19674%
Annual Report Gross Expense Ratio1.390.19732%
Fund Existence14 years27 years-
Gain YTD-1.3192.024-65%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets83.2M54B0%
Annual Yield % from dividends0.411.9921%
Returns for 1 year11.7811.64101%
Returns for 3 years37.0134.76106%
Returns for 5 years114.1994.00121%
Returns for 10 years80.1996.1183%
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