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HULEX vs VVIAX
HULEX vs VVIAX Comparison
Open Charts HULEX vs VVIAX
Huber Select Large Cap Value Instl
Price$33.68
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets335.4M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
HULEX vs VVIAX Comparison Chart
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HULEX vs. VVIAX commentary
Jan 19, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. HULEX (335M). 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 : 22.07 vs. VVIAX (18.18). HULEX return over 5 years is better than : 85.84 vs. VVIAX (44.18).
| 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 | 3.060 | 3.195 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 184B | 0% |
| Annual Yield % from dividends | 0.95 | 2.36 | 40% |
| Returns for 1 year | 22.07 | 18.18 | 121% |
| Returns for 3 years | 42.14 | 18.46 | 228% |
| Returns for 5 years | 85.84 | 44.18 | 194% |
| Returns for 10 years | 187.00 | 111.13 | 168% |
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