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HUMDX vs VSCAX
HUMDX vs VSCAX Comparison
Open Charts HUMDX vs VSCAX
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.89B
HUMDX vs VSCAX Comparison Chart in %
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HUMDX vs. VSCAX commentary
Aug 09, 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 HUMDX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.9B vs. HUMDX (12.1M). HUMDX pays higher dividends than VSCAX: HUMDX (1.07) vs VSCAX (0.34). HUMDX was incepted earlier than VSCAX: HUMDX (10 years) vs VSCAX (26 years). HUMDX (2.40) is less costly to investors than VSCAX (1.12). HUMDX is a more actively managed with annual turnover of: 63.23 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HUMDX: VSCAX (1000) vs HUMDX (5000). VSCAX annual gain was more profitable for investors over the last year : 9.97 vs. HUMDX (3.42). VSCAX return over 5 years is better than : 106.61 vs. HUMDX (65.95).
| HUMDX | VSCAX | HUMDX / VSCAX | |
| Total Expense Ratio | 1.41 | 1.12 | 126% |
| Annual Report Gross Expense Ratio | 2.40 | 1.12 | 214% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -4.532 | 1.914 | -237% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 6.9B | 0% |
| Annual Yield % from dividends | 1.07 | 0.34 | 315% |
| Returns for 1 year | 3.42 | 9.97 | 34% |
| Returns for 3 years | 9.32 | 35.01 | 27% |
| Returns for 5 years | 65.95 | 106.61 | 62% |
| Returns for 10 years | N/A | 24.01 | - |
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