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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$32.92
Change-$0.62 (-1.85%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
Dec 19, 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 HULEX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HULEX (320M). VIVAX pays higher dividends than HULEX: VIVAX (2.25) vs HULEX (0.95). HULEX was incepted earlier than VIVAX: HULEX (13 years) vs VIVAX (32 years). HULEX is a more actively managed with annual turnover of: 30.78 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HULEX: VIVAX (3000) vs HULEX (1000000). HULEX annual gain was more profitable for investors over the last year : 18.64 vs. VIVAX (16.42). HULEX return over 5 years is better than : 88.37 vs. VIVAX (44.64).
| HULEX | VIVAX | HULEX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 17.220 | 16.008 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 195B | 0% |
| Annual Yield % from dividends | 0.95 | 2.25 | 42% |
| Returns for 1 year | 18.64 | 16.42 | 113% |
| Returns for 3 years | 40.21 | 20.48 | 196% |
| Returns for 5 years | 88.37 | 44.64 | 198% |
| Returns for 10 years | 164.89 | 104.82 | 157% |
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