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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$33.37
Change+$0.23 (+0.69%)
VolumeN/A
Net Assets395.9M
Vanguard Value Index I
Price$68.19
Change+$0.40 (+0.59%)
VolumeN/A
Net Assets188.77B
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
Jun 13, 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: 189B vs. HULEX (396M). VIVAX pays higher dividends than HULEX: VIVAX (2.16) vs HULEX (1.26). 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 : 8.52 vs. HULEX (7.35). HULEX return over 5 years is better than : 112.65 vs. VIVAX (72.94).
| 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 | 1.408 | 2.646 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 189B | 0% |
| Annual Yield % from dividends | 1.26 | 2.16 | 59% |
| Returns for 1 year | 7.35 | 8.52 | 86% |
| Returns for 3 years | 49.02 | 31.54 | 155% |
| Returns for 5 years | 112.65 | 72.94 | 154% |
| Returns for 10 years | 162.24 | 105.22 | 154% |
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