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HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$33.23
Change-$0.56 (-1.66%)
VolumeN/A
Net Assets359.65M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
HULEX vs VIVIX Comparison Chart
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HULEX vs. VIVIX commentary
Feb 23, 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 Hold and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. HULEX (360M). VIVIX pays higher dividends than HULEX: VIVIX (2.37) vs HULEX (0.95). HULEX was incepted earlier than VIVIX: HULEX (13 years) vs VIVIX (27 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 (13.84) and VIVIX (13.44) have marching annual gain over last year. HULEX return over 5 years is better than : 84.13 vs. VIVIX (47.20).
| HULEX | VIVIX | HULEX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 1.683 | 4.165 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 193B | 0% |
| Annual Yield % from dividends | 0.95 | 2.37 | 40% |
| Returns for 1 year | 13.84 | 13.44 | 103% |
| Returns for 3 years | 46.15 | 23.92 | 193% |
| Returns for 5 years | 84.13 | 47.20 | 178% |
| Returns for 10 years | 169.96 | 105.52 | 161% |