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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$33.23
Change-$0.56 (-1.66%)
VolumeN/A
Net Assets359.65M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
Feb 23, 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 HULEX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. HULEX (360M). 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 (13.84) and VIVAX (13.43) have marching annual gain over last year. HULEX return over 5 years is better than : 84.13 vs. VIVAX (47.22).
| 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 | 1.683 | 4.148 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 193B | 0% |
| Annual Yield % from dividends | 0.95 | 2.25 | 42% |
| Returns for 1 year | 13.84 | 13.43 | 103% |
| Returns for 3 years | 46.15 | 23.92 | 193% |
| Returns for 5 years | 84.13 | 47.22 | 178% |
| Returns for 10 years | 169.96 | 105.56 | 161% |
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