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HIMDX vs VSCAX
HIMDX vs VSCAX Comparison
Open Charts HIMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 Instl
Price$23.52
Change+$0.71 (+3.11%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$24.55
Change+$0.61 (+2.55%)
VolumeN/A
Net Assets6.89B
HIMDX vs VSCAX Comparison Chart in %
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HIMDX vs. VSCAX commentary
Aug 13, 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 HIMDX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.89B vs. HIMDX (1.27B). HIMDX pays higher dividends than VSCAX: HIMDX (0.44) vs VSCAX (0.34). HIMDX was incepted earlier than VSCAX: HIMDX (17 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HIMDX (0.95). HIMDX is a more actively managed with annual turnover of: 94.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HIMDX: VSCAX (1000) vs HIMDX (250000). VSCAX annual gain was more profitable for investors over the last year : 9.28 vs. HIMDX (-10.63). VSCAX return over 5 years is better than : 102.30 vs. HIMDX (71.95).
| HIMDX | VSCAX | HIMDX / VSCAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.12 | 85% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -4.160 | 1.829 | -227% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 6.89B | 18% |
| Annual Yield % from dividends | 0.44 | 0.34 | 131% |
| Returns for 1 year | -10.63 | 9.28 | -115% |
| Returns for 3 years | 4.62 | 28.46 | 16% |
| Returns for 5 years | 71.95 | 102.30 | 70% |
| Returns for 10 years | 5.27 | 24.54 | 21% |
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