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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$34.98
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets421.99M
Vanguard Value Index Adm
Price$73.83
Change+$0.49 (+0.67%)
VolumeN/A
Net Assets207.95B
HULEX vs VVIAX Comparison Chart in %
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HULEX vs. VVIAX commentary
Nov 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. HULEX (422M). VVIAX pays higher dividends than HULEX: VVIAX (2.09) vs HULEX (1.17). 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 : 4.46 vs. HULEX (2.55). HULEX return over 5 years is better than : 97.36 vs. VVIAX (62.39).
| 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 | 7.038 | 11.882 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 208B | 0% |
| Annual Yield % from dividends | 1.17 | 2.09 | 56% |
| Returns for 1 year | 2.55 | 4.46 | 57% |
| Returns for 3 years | 43.83 | 30.74 | 143% |
| Returns for 5 years | 97.36 | 62.39 | 156% |
| Returns for 10 years | 188.67 | 128.06 | 147% |
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