Interact to see
Advertisement
Advertisement
HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$34.24
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets410.78M
Vanguard Value Index I
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
HULEX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HULEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HULEX (411M). VIVIX pays higher dividends than HULEX: VIVIX (2.19) vs HULEX (1.21). HULEX was incepted earlier than VIVIX: HULEX (14 years) vs VIVIX (27 years). HULEX (1.03) is less costly to investors than VIVIX (0.04). HULEX is a more actively managed with annual turnover of: 33.40 vs. VIVIX (9.00). HULEX has a lower initial minimum investment than VIVIX: HULEX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 11.47 vs. HULEX (8.00). HULEX return over 5 years is better than : 114.44 vs. VIVIX (78.98).
| HULEX | VIVIX | HULEX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.070 | 5.533 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 189B | 0% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 8.00 | 11.47 | 70% |
| Returns for 3 years | 51.07 | 34.30 | 149% |
| Returns for 5 years | 114.44 | 78.98 | 145% |
| Returns for 10 years | 171.67 | 113.38 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLCG | 30.20 | 0.23 | +0.77% |
| Federated Hermes MDT Large Cap Gr ETF | |||
| SMCO | 25.92 | 0.18 | +0.71% |
| Hilton Small-MidCap Opportunity ETF | |||
| HIO | 4.01 | 0.02 | +0.50% |
| Western Asset High Income Opportunity Fund | |||
| IWML | 18.46 | N/A | N/A |
| ETRACS 2x Leveraged US Size Fctr TR ETN | |||
| STEW | 17.76 | -0.11 | -0.62% |
| SRH Total Return Fund | |||