Ad is loading...
Ad is loading...
DODGX vs HULEX
DODGX vs HULEX Comparison
Open Charts DODGX vs HULEX
Huber Select Large Cap Value Instl
Price$33.50
Change-$0.25 (-0.74%)
VolumeN/A
CapitalizationN/A
DODGX vs HULEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. HULEX commentary
Nov 18, 2024
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 DODGX is a StrongBuy and HULEX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. HULEX (297M). DODGX pays higher dividends than HULEX: DODGX (1.36) vs HULEX (0.95). DODGX was incepted earlier than HULEX: DODGX (60 years) vs HULEX (13 years). HULEX is a more actively managed with annual turnover of: 30.78 vs. DODGX (12.00). DODGX has a lower initial minimum investment than HULEX: DODGX (2500) vs HULEX (1000000). HULEX annual gain was more profitable for investors over the last year : 25.81 vs. DODGX (24.42). HULEX return over 5 years is better than : 94.36 vs. DODGX (48.65).
| DODGX | HULEX | DODGX / HULEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 13 years | - |
| Gain YTD | 16.610 | 17.833 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 297M | 38,721% |
| Annual Yield % from dividends | 1.36 | 0.95 | 143% |
| Returns for 1 year | 24.42 | 25.81 | 95% |
| Returns for 3 years | 15.52 | 36.90 | 42% |
| Returns for 5 years | 48.65 | 94.36 | 52% |
| Returns for 10 years | 63.21 | 163.00 | 39% |