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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$34.24
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets410.78M
Vanguard Value Index I
Price$69.73
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
HULEX vs VIVAX Comparison Chart in %
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HULEX vs. VIVAX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HULEX (411M). VIVAX pays higher dividends than HULEX: VIVAX (2.06) vs HULEX (1.21). 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 : 11.48 vs. HULEX (8.00). HULEX return over 5 years is better than : 114.44 vs. VIVAX (78.98).
| 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 | 4.070 | 5.527 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 189B | 0% |
| Annual Yield % from dividends | 1.21 | 2.06 | 59% |
| Returns for 1 year | 8.00 | 11.48 | 70% |
| Returns for 3 years | 51.07 | 34.29 | 149% |
| Returns for 5 years | 114.44 | 78.98 | 145% |
| Returns for 10 years | 171.67 | 113.37 | 151% |
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