Interact to see
Advertisement
Advertisement
ASVRX vs HUMEX
ASVRX vs HUMEX Comparison
Open Charts ASVRX vs HUMEX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
Huber Mid Cap Value Instl
Price$16.90
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets12.61M
ASVRX vs HUMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. HUMEX commentary
Sep 08, 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 ASVRX is a Buy and HUMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. HUMEX (12.6M). HUMEX pays higher dividends than ASVRX: HUMEX (1.17) vs ASVRX (0.39). ASVRX was incepted earlier than HUMEX: ASVRX (16 years) vs HUMEX (10 years). HUMEX (2.10) is less costly to investors than ASVRX (1.58). HUMEX is a more actively managed with annual turnover of: 63.23 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than HUMEX: ASVRX (2500) vs HUMEX (1000000). HUMEX annual gain was more profitable for investors over the last year : 7.90 vs. ASVRX (-1.24). HUMEX return over 5 years is better than : 78.92 vs. ASVRX (55.68).
| ASVRX | HUMEX | ASVRX / HUMEX | |
| Total Expense Ratio | 1.58 | 1.11 | 142% |
| Annual Report Gross Expense Ratio | 1.58 | 2.10 | 75% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 1.098 | 1.569 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 12.6M | 36,897% |
| Annual Yield % from dividends | 0.39 | 1.17 | 33% |
| Returns for 1 year | -1.24 | 7.90 | -16% |
| Returns for 3 years | 15.33 | 17.59 | 87% |
| Returns for 5 years | 55.68 | 78.92 | 71% |
| Returns for 10 years | 23.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OBEGX | 34.60 | 0.18 | +0.52% |
| Oberweis Global Opportunities Investor | |||
| CRRRX | 15.56 | 0.08 | +0.52% |
| Columbia Sm Cp Val and Inflection Inst2 | |||
| TRTIX | 22.17 | 0.06 | +0.27% |
| T. Rowe Price International Value Eq I | |||
| TSNAX | 18.90 | 0.03 | +0.16% |
| Touchstone Sands Capital Select Growth A | |||
| ALOYX | 20.14 | 0.03 | +0.15% |
| Alger Mid Cap Focus Y | |||