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HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$35.07
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets414.5M
Vanguard Value Index I
Price$71.06
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
HULEX vs VIVIX Comparison Chart in %
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HULEX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. HULEX (415M). VIVIX pays higher dividends than HULEX: VIVIX (2.11) vs HULEX (1.15). HULEX was incepted earlier than VIVIX: HULEX (14 years) vs VIVIX (27 years). HULEX (1.03) is less costly to investors than VIVIX (0.04). HULEX is a more actively managed with annual turnover of: 33.40 vs. VIVIX (9.00). HULEX has a lower initial minimum investment than VIVIX: HULEX (1000000) vs VIVIX (5000000). HULEX annual gain was more profitable for investors over the last year : 12.85 vs. VIVIX (8.92). HULEX return over 5 years is better than : 110.76 vs. VIVIX (70.91).
| HULEX | VIVIX | HULEX / VIVIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 7.313 | 7.669 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 203B | 0% |
| Annual Yield % from dividends | 1.15 | 2.11 | 55% |
| Returns for 1 year | 12.85 | 8.92 | 144% |
| Returns for 3 years | 47.89 | 31.77 | 151% |
| Returns for 5 years | 110.76 | 70.91 | 156% |
| Returns for 10 years | 203.80 | 132.77 | 153% |
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