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HULEX vs VIVAX
HULEX vs VIVAX Comparison
Open Charts HULEX vs VIVAX
Huber Select Large Cap Value Instl
Price$34.64
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets417.63M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
HULEX vs VIVAX Comparison Chart in %
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HULEX vs. VIVAX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. HULEX (418M). VIVAX pays higher dividends than HULEX: VIVAX (2.06) vs HULEX (1.20). 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 : 10.03 vs. VIVAX (7.90). HULEX return over 5 years is better than : 109.01 vs. VIVAX (68.56).
| 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 | 5.998 | 6.512 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 196B | 0% |
| Annual Yield % from dividends | 1.20 | 2.06 | 59% |
| Returns for 1 year | 10.03 | 7.90 | 127% |
| Returns for 3 years | 40.01 | 25.93 | 154% |
| Returns for 5 years | 109.01 | 68.56 | 159% |
| Returns for 10 years | 181.21 | 114.64 | 158% |
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