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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$33.68
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets335.4M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
Jan 19, 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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HULEX (335M). 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 : 22.07 vs. VIVAX (18.19). HULEX return over 5 years is better than : 85.84 vs. VIVAX (44.18).
| 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 | 3.060 | 3.194 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 184B | 0% |
| Annual Yield % from dividends | 0.95 | 2.25 | 42% |
| Returns for 1 year | 22.07 | 18.19 | 121% |
| Returns for 3 years | 42.14 | 18.46 | 228% |
| Returns for 5 years | 85.84 | 44.18 | 194% |
| Returns for 10 years | 187.00 | 111.10 | 168% |
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