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HULIX vs VVIAX
HULIX vs VVIAX Comparison
Open Charts HULIX vs VVIAX
Huber Select Large Cap Value I
Price$32.44
Change-$0.31 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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HULIX vs VVIAX Comparison Chart
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HULIX vs. VVIAX commentary
Sep 21, 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 HULIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. HULIX (280M). VVIAX pays higher dividends than HULIX: VVIAX (2.36) vs HULIX (0.67). HULIX was incepted earlier than VVIAX: HULIX (17 years) vs VVIAX (24 years). HULIX is a more actively managed with annual turnover of: 30.78 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than HULIX: VVIAX (3000) vs HULIX (5000). HULIX annual gain was more profitable for investors over the last year : 25.53 vs. VVIAX (24.02). HULIX return over 5 years is better than : 93.80 vs. VVIAX (55.46).
| HULIX | VVIAX | HULIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 13.825 | 16.303 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 183B | 0% |
| Annual Yield % from dividends | 0.67 | 2.36 | 28% |
| Returns for 1 year | 25.53 | 24.02 | 106% |
| Returns for 3 years | 45.42 | 28.29 | 161% |
| Returns for 5 years | 93.80 | 55.46 | 169% |
| Returns for 10 years | 154.99 | 114.04 | 136% |