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HIMDX vs VSCAX
HIMDX vs VSCAX Comparison
Open Charts HIMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.06
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.32B
Invesco Small Cap Value A
Price$24.96
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets7.3B
HIMDX vs VSCAX Comparison Chart in %
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HIMDX vs. VSCAX commentary
Sep 04, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.3B vs. HIMDX (1.32B). HIMDX pays higher dividends than VSCAX: HIMDX (0.42) vs VSCAX (0.32). HIMDX was incepted earlier than VSCAX: HIMDX (18 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 : 10.46 vs. HIMDX (-7.52). VSCAX return over 5 years is better than : 114.99 vs. HIMDX (84.17).
| HIMDX | VSCAX | HIMDX / VSCAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.12 | 85% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 0.378 | 6.678 | 6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 7.3B | 18% |
| Annual Yield % from dividends | 0.42 | 0.32 | 131% |
| Returns for 1 year | -7.52 | 10.46 | -72% |
| Returns for 3 years | 15.93 | 44.29 | 36% |
| Returns for 5 years | 84.17 | 114.99 | 73% |
| Returns for 10 years | 17.58 | 38.97 | 45% |
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