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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$31.43
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets363.44M
Vanguard Value Index I
Price$65.02
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets190.51B
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
May 01, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. HULEX (363M). VIVAX pays higher dividends than HULEX: VIVAX (2.14) vs HULEX (1.27). HULEX was incepted earlier than VIVAX: HULEX (14 years) vs VIVAX (33 years). HULEX (1.03) is less costly to investors than VIVAX (0.17). HULEX is a more actively managed with annual turnover of: 33.40 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HULEX: VIVAX (3000) vs HULEX (1000000). VIVAX annual gain was more profitable for investors over the last year : 6.33 vs. HULEX (4.21). HULEX return over 5 years is better than : 113.11 vs. VIVAX (73.90).
| HULEX | VIVAX | HULEX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -3.641 | -1.776 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 191B | 0% |
| Annual Yield % from dividends | 1.27 | 2.14 | 59% |
| Returns for 1 year | 4.21 | 6.33 | 67% |
| Returns for 3 years | 35.64 | 18.34 | 194% |
| Returns for 5 years | 113.11 | 73.90 | 153% |
| Returns for 10 years | 153.57 | 94.80 | 162% |