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HUSEX vs VSCAX
HUSEX vs VSCAX Comparison
Open Charts HUSEX vs VSCAX
Huber Small Cap Value Instl
Price$28.92
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets85.16M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HUSEX vs VSCAX Comparison Chart in %
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HUSEX 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 HUSEX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HUSEX (85.2M). HUSEX pays higher dividends than VSCAX: HUSEX (0.39) vs VSCAX (0.32). HUSEX was incepted earlier than VSCAX: HUSEX (14 years) vs VSCAX (26 years). HUSEX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HUSEX (30.55). VSCAX has a lower initial minimum investment than HUSEX: VSCAX (1000) vs HUSEX (1000000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. HUSEX (7.20). VSCAX return over 5 years is better than : 116.87 vs. HUSEX (104.19).
| HUSEX | VSCAX | HUSEX / VSCAX | |
| Total Expense Ratio | 1.28 | 1.12 | 114% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 0.347 | 7.614 | 5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.2M | 7.33B | 1% |
| Annual Yield % from dividends | 0.39 | 0.32 | 120% |
| Returns for 1 year | 7.20 | 12.12 | 59% |
| Returns for 3 years | 26.13 | 46.81 | 56% |
| Returns for 5 years | 104.19 | 116.87 | 89% |
| Returns for 10 years | 106.68 | 36.89 | 289% |
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