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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$31.92
Change-$0.76 (-2.33%)
VolumeN/A
Net Assets394.94M
Vanguard Value Index Adm
Price$66.28
Change-$1.22 (-1.81%)
VolumeN/A
Net Assets183.65B
HULEX vs VVIAX Comparison Chart
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HULEX vs. VVIAX commentary
May 22, 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: 184B vs. HULEX (395M). VVIAX pays higher dividends than HULEX: VVIAX (2.34) vs HULEX (1.30). HULEX was incepted earlier than VVIAX: HULEX (14 years) vs VVIAX (25 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 (9.00). 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 : 6.25 vs. HULEX (4.07). HULEX return over 5 years is better than : 118.08 vs. VVIAX (78.45).
| 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 | 25 years | - |
| Gain YTD | 0.000 | 2.239 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 184B | 0% |
| Annual Yield % from dividends | 1.30 | 2.34 | 55% |
| Returns for 1 year | 4.07 | 6.25 | 65% |
| Returns for 3 years | 43.91 | 26.44 | 166% |
| Returns for 5 years | 118.08 | 78.45 | 151% |
| Returns for 10 years | 158.23 | 100.97 | 157% |
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