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HUMEX vs VSCAX
HUMEX vs VSCAX Comparison
Open Charts HUMEX vs VSCAX
Huber Mid Cap Value Instl
Price$16.90
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets12.67M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
HUMEX vs VSCAX Comparison Chart in %
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HUMEX vs. VSCAX commentary
Sep 06, 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 HUMEX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.29B vs. HUMEX (12.7M). HUMEX pays higher dividends than VSCAX: HUMEX (1.17) vs VSCAX (0.32). HUMEX was incepted earlier than VSCAX: HUMEX (10 years) vs VSCAX (26 years). HUMEX (2.10) is less costly to investors than VSCAX (1.12). HUMEX is a more actively managed with annual turnover of: 63.23 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HUMEX: VSCAX (1000) vs HUMEX (1000000). VSCAX annual gain was more profitable for investors over the last year : 11.46 vs. HUMEX (8.35). VSCAX return over 5 years is better than : 115.59 vs. HUMEX (79.66).
| HUMEX | VSCAX | HUMEX / VSCAX | |
| Total Expense Ratio | 1.11 | 1.12 | 99% |
| Annual Report Gross Expense Ratio | 2.10 | 1.12 | 188% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 1.992 | 6.976 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7M | 7.29B | 0% |
| Annual Yield % from dividends | 1.17 | 0.32 | 361% |
| Returns for 1 year | 8.35 | 11.46 | 73% |
| Returns for 3 years | 18.08 | 45.94 | 39% |
| Returns for 5 years | 79.66 | 115.59 | 69% |
| Returns for 10 years | N/A | 36.08 | - |
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