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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$32.07
Change-$0.85 (-2.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
HULEX vs VVIAX Comparison Chart
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HULEX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HULEX (314M). 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 annual gain was more profitable for investors over the last year : 18.64 vs. VVIAX (16.45). HULEX return over 5 years is better than : 88.37 vs. VVIAX (44.62).
| 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 | 17.220 | 16.051 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 195B | 0% |
| Annual Yield % from dividends | 0.95 | 2.36 | 40% |
| Returns for 1 year | 18.64 | 16.45 | 113% |
| Returns for 3 years | 40.21 | 20.49 | 196% |
| Returns for 5 years | 88.37 | 44.62 | 198% |
| Returns for 10 years | 164.89 | 104.84 | 157% |
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