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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$35.07
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets414.5M
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HULEX vs VIVAX Comparison Chart in %
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HULEX vs. VIVAX commentary
Sep 10, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. HULEX (415M). VIVAX pays higher dividends than HULEX: VIVAX (1.99) vs HULEX (1.15). 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 annual gain was more profitable for investors over the last year : 12.85 vs. VIVAX (8.93). HULEX return over 5 years is better than : 110.76 vs. VIVAX (70.93).
| HULEX | VIVAX | HULEX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 7.313 | 7.648 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 203B | 0% |
| Annual Yield % from dividends | 1.15 | 1.99 | 58% |
| Returns for 1 year | 12.85 | 8.93 | 144% |
| Returns for 3 years | 47.89 | 31.79 | 151% |
| Returns for 5 years | 110.76 | 70.93 | 156% |
| Returns for 10 years | 203.80 | 132.80 | 153% |
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