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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$31.25
Change+$0.66 (+2.16%)
VolumeN/A
Net Assets344.71M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
HULEX vs VVIAX Comparison Chart
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HULEX vs. VVIAX commentary
Apr 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. HULEX (345M). VVIAX pays higher dividends than HULEX: VVIAX (2.26) vs HULEX (1.27). HULEX was incepted earlier than VVIAX: HULEX (14 years) vs VVIAX (24 years). HULEX (1.03) is less costly to investors than VVIAX (0.05). HULEX is a more actively managed with annual turnover of: 33.40 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HULEX: VVIAX (3000) vs HULEX (1000000). VVIAX annual gain was more profitable for investors over the last year : 3.38 vs. HULEX (0.38). HULEX return over 5 years is better than : 105.57 vs. VVIAX (69.91).
| HULEX | VVIAX | HULEX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -6.395 | -3.426 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 191B | 0% |
| Annual Yield % from dividends | 1.27 | 2.26 | 56% |
| Returns for 1 year | 0.38 | 3.38 | 11% |
| Returns for 3 years | 30.34 | 12.73 | 238% |
| Returns for 5 years | 105.57 | 69.91 | 151% |
| Returns for 10 years | 152.44 | 92.47 | 165% |
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