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HUSEX vs VSIIX
HUSEX vs VSIIX Comparison
Open Charts HUSEX vs VSIIX
Huber Small Cap Value Instl
Price$27.51
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets79.76M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
HUSEX vs VSIIX Comparison Chart in %
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HUSEX vs. VSIIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. HUSEX (79.8M). VSIIX pays higher dividends than HUSEX: VSIIX (2.08) vs HUSEX (0.42). 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 : 6.63 vs. HUSEX (4.05). HUSEX return over 5 years is better than : 89.04 vs. VSIIX (76.63).
| 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 | -4.545 | 2.672 | -170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 56.4B | 0% |
| Annual Yield % from dividends | 0.42 | 2.08 | 20% |
| Returns for 1 year | 4.05 | 6.63 | 61% |
| Returns for 3 years | 13.37 | 19.32 | 69% |
| Returns for 5 years | 89.04 | 76.63 | 116% |
| Returns for 10 years | 86.82 | 99.67 | 87% |
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