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HUMEX vs VSCAX
HUMEX vs VSCAX Comparison
Open Charts HUMEX vs VSCAX
Huber Mid Cap Value Instl
Price$17.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets11.7M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
HUMEX vs VSCAX Comparison Chart in %
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HUMEX vs. VSCAX commentary
Dec 27, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. HUMEX (11.7M). HUMEX pays higher dividends than VSCAX: HUMEX (1.17) vs VSCAX (0.31). 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: 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 : 8.71 vs. HUMEX (7.73). VSCAX return over 5 years is better than : 66.73 vs. HUMEX (58.86).
| 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 | 8.449 | 9.911 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7M | 8.33B | 0% |
| Annual Yield % from dividends | 1.17 | 0.31 | 383% |
| Returns for 1 year | 7.73 | 8.71 | 89% |
| Returns for 3 years | 36.24 | 49.46 | 73% |
| Returns for 5 years | 58.86 | 66.73 | 88% |
| Returns for 10 years | N/A | 59.02 | - |
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