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HULIX vs VIVAX
HULIX vs VIVAX Comparison
Open Charts HULIX vs VIVAX
Huber Select Large Cap Value I
Price$30.81
Change-$1.77 (-5.43%)
VolumeN/A
Net Assets368.06M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
HULIX vs VIVAX Comparison Chart
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HULIX vs. VIVAX commentary
Apr 04, 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 HULIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HULIX (368M). VIVAX pays higher dividends than HULIX: VIVAX (2.14) vs HULIX (0.94). HULIX was incepted earlier than VIVAX: HULIX (18 years) vs VIVAX (32 years). HULIX (1.43) is less costly to investors than VIVAX (0.17). HULIX is a more actively managed with annual turnover of: 33.40 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HULIX: VIVAX (3000) vs HULIX (5000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. HULIX (4.81). HULIX return over 5 years is better than : 142.80 vs. VIVAX (101.66).
| HULIX | VIVAX | HULIX / VIVAX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | -0.519 | 2.419 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 195B | 0% |
| Annual Yield % from dividends | 0.94 | 2.14 | 44% |
| Returns for 1 year | 4.81 | 7.66 | 63% |
| Returns for 3 years | 31.63 | 17.34 | 182% |
| Returns for 5 years | 142.80 | 101.66 | 140% |
| Returns for 10 years | 167.28 | 106.90 | 156% |
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