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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$29.81
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets86.16M
Vanguard Small Cap Value Index I
Price$51.73
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets59.64B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX vs. VSIIX commentary
Dec 27, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B vs. HUSEX (86.2M). VSIIX pays higher dividends than HUSEX: VSIIX (1.98) vs HUSEX (0.40). 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). VSIIX annual gain was more profitable for investors over the last year : 7.99 vs. HUSEX (3.80). HUSEX return over 5 years is better than : 67.90 vs. VSIIX (54.78).
| 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 | 3.435 | 9.079 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 59.6B | 0% |
| Annual Yield % from dividends | 0.40 | 1.98 | 20% |
| Returns for 1 year | 3.80 | 7.99 | 48% |
| Returns for 3 years | 34.79 | 37.36 | 93% |
| Returns for 5 years | 67.90 | 54.78 | 124% |
| Returns for 10 years | 117.64 | 124.75 | 94% |
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