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HUMEX vs VSCAX
HUMEX vs VSCAX Comparison
Open Charts HUMEX vs VSCAX
Huber Mid Cap Value Instl
Price$16.57
Change-$0.18 (-1.07%)
VolumeN/A
Net Assets10.82M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
HUMEX vs VSCAX Comparison Chart in %
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HUMEX vs. VSCAX commentary
Nov 14, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HUMEX (10.8M). HUMEX pays higher dividends than VSCAX: HUMEX (1.19) vs VSCAX (0.32). HUMEX was incepted earlier than VSCAX: HUMEX (10 years) vs VSCAX (26 years). HUMEX (2.10) is less costly to investors than VSCAX (1.10). 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 : -0.35 vs. HUMEX (-3.54). VSCAX return over 5 years is better than : 90.72 vs. HUMEX (62.58).
| 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 | 26 years | - |
| Gain YTD | 0.000 | 11.782 | - |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 7.75B | 0% |
| Annual Yield % from dividends | 1.19 | 0.32 | 373% |
| Returns for 1 year | -3.54 | -0.35 | 1,014% |
| Returns for 3 years | 16.25 | 36.18 | 45% |
| Returns for 5 years | 62.58 | 90.72 | 69% |
| Returns for 10 years | N/A | 46.42 | - |