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HUMEX vs VSCAX
HUMEX vs VSCAX Comparison
Open Charts HUMEX vs VSCAX
Huber Mid Cap Value Instl
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets12.4M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
HUMEX vs VSCAX Comparison Chart in %
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HUMEX vs. VSCAX commentary
Aug 16, 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: 7.09B vs. HUMEX (12.4M). HUMEX pays higher dividends than VSCAX: HUMEX (1.25) vs VSCAX (0.34). 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 : 7.50 vs. HUMEX (4.78). VSCAX return over 5 years is better than : 107.36 vs. HUMEX (68.34).
| 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 | -1.810 | 4.636 | -39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 7.09B | 0% |
| Annual Yield % from dividends | 1.25 | 0.34 | 367% |
| Returns for 1 year | 4.78 | 7.50 | 64% |
| Returns for 3 years | 7.24 | 32.21 | 22% |
| Returns for 5 years | 68.34 | 107.36 | 64% |
| Returns for 10 years | N/A | 28.04 | - |
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