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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$31.27
Change+$3.19 (+11.36%)
VolumeN/A
Net Assets90.92M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX vs. VSIIX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. HUSEX (90.9M). VSIIX pays higher dividends than HUSEX: VSIIX (1.86) vs HUSEX (1.32). 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: 35.00 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 : 12.05 vs. HUSEX (10.18). HUSEX return over 5 years is better than : 58.20 vs. VSIIX (51.14).
| 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 | 6.144 | 6.545 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9M | 59.8B | 0% |
| Annual Yield % from dividends | 1.32 | 1.86 | 71% |
| Returns for 1 year | 10.18 | 12.05 | 84% |
| Returns for 3 years | 30.42 | 29.92 | 102% |
| Returns for 5 years | 58.20 | 51.14 | 114% |
| Returns for 10 years | 173.68 | 162.42 | 107% |
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