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HULIX vs VVIAX
HULIX vs VVIAX Comparison
Open Charts HULIX vs VVIAX
Huber Select Large Cap Value I
Price$32.99
Change-$0.51 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
HULIX vs VVIAX Comparison Chart
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HULIX vs. VVIAX commentary
Dec 18, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. HULIX (320M). 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 : 18.22 vs. VVIAX (16.45). HULIX return over 5 years is better than : 85.63 vs. VVIAX (44.62).
| 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 | 16.813 | 16.051 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 195B | 0% |
| Annual Yield % from dividends | 0.67 | 2.36 | 28% |
| Returns for 1 year | 18.22 | 16.45 | 111% |
| Returns for 3 years | 39.03 | 20.49 | 190% |
| Returns for 5 years | 85.63 | 44.62 | 192% |
| Returns for 10 years | 161.50 | 104.84 | 154% |
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