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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$34.98
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets421.99M
Vanguard Value Index I
Price$73.84
Change+$0.48 (+0.65%)
VolumeN/A
Net Assets207.95B
HULEX vs VIVAX Comparison Chart in %
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HULEX vs. VIVAX commentary
Nov 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. HULEX (422M). VIVAX pays higher dividends than HULEX: VIVAX (1.98) vs HULEX (1.17). 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 : 4.46 vs. HULEX (2.55). HULEX return over 5 years is better than : 97.36 vs. VIVAX (62.39).
| 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 | 7.038 | 11.859 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 208B | 0% |
| Annual Yield % from dividends | 1.17 | 1.98 | 59% |
| Returns for 1 year | 2.55 | 4.46 | 57% |
| Returns for 3 years | 43.83 | 30.72 | 143% |
| Returns for 5 years | 97.36 | 62.39 | 156% |
| Returns for 10 years | 188.67 | 128.12 | 147% |
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