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HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$33.37
Change+$0.23 (+0.69%)
VolumeN/A
Net Assets395.9M
Vanguard Value Index I
Price$68.18
Change+$0.41 (+0.60%)
VolumeN/A
Net Assets188.77B
HULEX vs VIVIX Comparison Chart
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HULEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. HULEX (396M). VIVIX pays higher dividends than HULEX: VIVIX (2.29) vs HULEX (1.26). 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 : 8.51 vs. HULEX (7.35). HULEX return over 5 years is better than : 112.65 vs. VIVIX (72.92).
| 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 | 1.408 | 2.664 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 189B | 0% |
| Annual Yield % from dividends | 1.26 | 2.29 | 55% |
| Returns for 1 year | 7.35 | 8.51 | 86% |
| Returns for 3 years | 49.02 | 31.52 | 156% |
| Returns for 5 years | 112.65 | 72.92 | 154% |
| Returns for 10 years | 162.24 | 105.13 | 154% |
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