HULEX
Price
$33.22
Change
-$0.15 (-0.45%)
Updated
Jun 13 closing price
Net Assets
397.74M
VIVAX
Price
$67.64
Change
-$0.55 (-0.81%)
Updated
Jun 13 closing price
Net Assets
188.77B
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HULEX vs VIVAX

Header iconHULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAXBanner chart's image
Huber Select Large Cap Value Instl
Price$33.22
Change-$0.15 (-0.45%)
VolumeN/A
Net Assets397.74M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
HULEX vs VIVAX Comparison Chart
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HULEX vs. VIVAX commentary
Jun 16, 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 VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. HULEX (398M). VIVAX pays higher dividends than HULEX: VIVAX (2.16) vs HULEX (1.26). HULEX was incepted earlier than VIVAX: HULEX (14 years) vs VIVAX (33 years). HULEX (1.03) is less costly to investors than VIVAX (0.17). HULEX is a more actively managed with annual turnover of: 33.40 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HULEX: VIVAX (3000) vs HULEX (1000000). HULEX (8.38) and VIVAX (8.01) have marching annual gain over last year. HULEX return over 5 years is better than : 113.16 vs. VIVAX (72.56).
HULEXVIVAXHULEX / VIVAX
Total Expense Ratio1.000.17588%
Annual Report Gross Expense Ratio1.030.17606%
Fund Existence14 years33 years-
Gain YTD1.6522.41968%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets398M189B0%
Annual Yield % from dividends1.262.1659%
Returns for 1 year8.388.01105%
Returns for 3 years49.9732.20155%
Returns for 5 years113.1672.56156%
Returns for 10 years161.56103.54156%
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