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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX 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 HUSEX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. HUSEX (83.2M). VSIIX pays higher dividends than HUSEX: VSIIX (2.12) vs HUSEX (0.41). HUSEX was incepted earlier than VSIIX: HUSEX (14 years) vs VSIIX (26 years). HUSEX (1.39) is less costly to investors than VSIIX (0.06). HUSEX is a more actively managed with annual turnover of: 30.55 vs. VSIIX (16.00). HUSEX has a lower initial minimum investment than VSIIX: HUSEX (1000000) vs VSIIX (5000000). HUSEX (11.78) and VSIIX (11.69) have marching annual gain over last year. HUSEX return over 5 years is better than : 114.19 vs. VSIIX (94.15).
| HUSEX | VSIIX | HUSEX / VSIIX | |
| Total Expense Ratio | 1.28 | 0.06 | 2,133% |
| Annual Report Gross Expense Ratio | 1.39 | 0.06 | 2,317% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -1.319 | 2.040 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.2M | 54B | 0% |
| Annual Yield % from dividends | 0.41 | 2.12 | 19% |
| Returns for 1 year | 11.78 | 11.69 | 101% |
| Returns for 3 years | 37.01 | 34.90 | 106% |
| Returns for 5 years | 114.19 | 94.15 | 121% |
| Returns for 10 years | 80.19 | 96.60 | 83% |
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