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HUMEX vs VSCAX
HUMEX vs VSCAX Comparison
Open Charts HUMEX vs VSCAX
Huber Mid Cap Value Instl
Price$19.14
Change+$2.57 (+15.51%)
VolumeN/A
Net Assets12.38M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HUMEX vs VSCAX Comparison Chart in %
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HUMEX vs. VSCAX commentary
Feb 05, 2026
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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. HUMEX (12.4M). HUMEX pays higher dividends than VSCAX: HUMEX (0.94) vs VSCAX (0.23). HUMEX was incepted earlier than VSCAX: HUMEX (10 years) vs VSCAX (27 years). HUMEX (2.10) is less costly to investors than VSCAX (1.10). HUMEX is a more actively managed with annual turnover of: 65.00 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 : 18.26 vs. HUMEX (14.11). VSCAX return over 5 years is better than : 68.92 vs. HUMEX (50.80).
| HUMEX | VSCAX | HUMEX / VSCAX | |
| Total Expense Ratio | 1.11 | 1.10 | 101% |
| Annual Report Gross Expense Ratio | 2.10 | 1.10 | 191% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.075 | 12.643 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4M | 9.42B | 0% |
| Annual Yield % from dividends | 0.94 | 0.23 | 406% |
| Returns for 1 year | 14.11 | 18.26 | 77% |
| Returns for 3 years | 35.61 | 51.27 | 69% |
| Returns for 5 years | 50.80 | 68.92 | 74% |
| Returns for 10 years | 132.80 | 108.32 | 123% |
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