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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$33.50
Change-$0.25 (-0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
HULEX vs VVIAX Comparison Chart
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HULEX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HULEX (297M). VVIAX pays higher dividends than HULEX: VVIAX (2.36) vs HULEX (0.95). HULEX was incepted earlier than VVIAX: HULEX (13 years) vs VVIAX (24 years). HULEX is a more actively managed with annual turnover of: 30.78 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HULEX: VVIAX (3000) vs HULEX (1000000). HULEX (25.81) and VVIAX (25.54) have marching annual gain over last year. HULEX return over 5 years is better than : 94.36 vs. VVIAX (50.78).
| HULEX | VVIAX | HULEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 17.833 | 17.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 184B | 0% |
| Annual Yield % from dividends | 0.95 | 2.36 | 40% |
| Returns for 1 year | 25.81 | 25.54 | 101% |
| Returns for 3 years | 36.90 | 21.55 | 171% |
| Returns for 5 years | 94.36 | 50.78 | 186% |
| Returns for 10 years | 163.00 | 110.49 | 148% |
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