Interact to see
Advertisement
Advertisement
HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$31.92
Change-$0.76 (-2.33%)
VolumeN/A
Net Assets394.94M
Vanguard Value Index I
Price$66.29
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
HULEX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HULEX vs. VIVAX commentary
May 22, 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: 184B vs. HULEX (395M). VIVAX pays higher dividends than HULEX: VIVAX (2.22) vs HULEX (1.30). 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 : 6.24 vs. HULEX (4.07). HULEX return over 5 years is better than : 118.08 vs. VIVAX (78.41).
| 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 | 0.000 | 2.222 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 184B | 0% |
| Annual Yield % from dividends | 1.30 | 2.22 | 59% |
| Returns for 1 year | 4.07 | 6.24 | 65% |
| Returns for 3 years | 43.91 | 26.44 | 166% |
| Returns for 5 years | 118.08 | 78.41 | 151% |
| Returns for 10 years | 158.23 | 100.98 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement