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HIMDX vs VSCAX
HIMDX vs VSCAX Comparison
Open Charts HIMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.55
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets1.33B
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
HIMDX vs VSCAX Comparison Chart in %
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HIMDX vs. VSCAX commentary
Sep 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 HIMDX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HIMDX (1.34B). HIMDX pays higher dividends than VSCAX: HIMDX (0.42) vs VSCAX (0.32). HIMDX was incepted earlier than VSCAX: HIMDX (18 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than HIMDX (0.95). HIMDX is a more actively managed with annual turnover of: 94.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HIMDX: VSCAX (1000) vs HIMDX (250000). VSCAX annual gain was more profitable for investors over the last year : 15.41 vs. HIMDX (-1.23). VSCAX return over 5 years is better than : 121.06 vs. HIMDX (88.55).
| HIMDX | VSCAX | HIMDX / VSCAX | |
| Total Expense Ratio | 0.95 | 1.12 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.12 | 85% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 3.151 | 7.741 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 7.33B | 18% |
| Annual Yield % from dividends | 0.42 | 0.32 | 131% |
| Returns for 1 year | -1.23 | 15.41 | -8% |
| Returns for 3 years | 15.83 | 40.62 | 39% |
| Returns for 5 years | 88.55 | 121.06 | 73% |
| Returns for 10 years | 18.21 | 39.52 | 46% |
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