Ad is loading...
HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$32.92
Change-$0.62 (-1.85%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
HULEX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HULEX vs. VIVIX commentary
Dec 19, 2024
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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. HULEX (320M). VIVIX pays higher dividends than HULEX: VIVIX (2.37) vs HULEX (0.95). HULEX was incepted earlier than VIVIX: HULEX (13 years) vs VIVIX (26 years). HULEX is a more actively managed with annual turnover of: 30.78 vs. VIVIX (10.00). HULEX has a lower initial minimum investment than VIVIX: HULEX (1000000) vs VIVIX (5000000). HULEX annual gain was more profitable for investors over the last year : 18.64 vs. VIVIX (16.43). HULEX return over 5 years is better than : 88.37 vs. VIVIX (44.60).
| HULEX | VIVIX | HULEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 17.220 | 16.034 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 195B | 0% |
| Annual Yield % from dividends | 0.95 | 2.37 | 40% |
| Returns for 1 year | 18.64 | 16.43 | 113% |
| Returns for 3 years | 40.21 | 20.48 | 196% |
| Returns for 5 years | 88.37 | 44.60 | 198% |
| Returns for 10 years | 164.89 | 104.87 | 157% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MXMSX | 12.32 | N/A | N/A |
| Empower Small Cap Growth Instl | |||
| UGOFX | 11.54 | N/A | N/A |
| Victory Global Managed Volatility Instl | |||
| TSGMX | 16.07 | -0.05 | -0.31% |
| Transamerica Sustainable Growth Eq R6 | |||
| SVBCX | 30.03 | -0.13 | -0.43% |
| JHancock Balanced C | |||
| BAUAX | 29.58 | -0.47 | -1.56% |
| Brown Advisory Small-Cap Fdmtl Val Adv | |||