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HUSEX vs VSCAX
HUSEX vs VSCAX Comparison
Open Charts HUSEX vs VSCAX
Huber Small Cap Value Instl
Price$27.51
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets79.76M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
HUSEX vs VSCAX Comparison Chart in %
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HUSEX vs. VSCAX commentary
Aug 17, 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 HUSEX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.09B vs. HUSEX (79.8M). HUSEX pays higher dividends than VSCAX: HUSEX (0.42) vs VSCAX (0.34). HUSEX was incepted earlier than VSCAX: HUSEX (14 years) vs VSCAX (26 years). HUSEX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HUSEX (30.55). VSCAX has a lower initial minimum investment than HUSEX: VSCAX (1000) vs HUSEX (1000000). VSCAX annual gain was more profitable for investors over the last year : 7.50 vs. HUSEX (4.05). VSCAX return over 5 years is better than : 107.36 vs. HUSEX (89.04).
| HUSEX | VSCAX | HUSEX / VSCAX | |
| Total Expense Ratio | 1.28 | 1.12 | 114% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -4.545 | 4.636 | -98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 7.09B | 1% |
| Annual Yield % from dividends | 0.42 | 0.34 | 124% |
| Returns for 1 year | 4.05 | 7.50 | 54% |
| Returns for 3 years | 13.37 | 32.21 | 41% |
| Returns for 5 years | 89.04 | 107.36 | 83% |
| Returns for 10 years | 86.82 | 28.04 | 310% |
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