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HULEX vs VIVIX
HULEX vs VIVIX Comparison
Open Charts HULEX vs VIVIX
Huber Select Large Cap Value Instl
Price$34.57
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets415.69M
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
HULEX vs VIVIX Comparison Chart in %
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HULEX vs. VIVIX commentary
Jul 27, 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: 195B vs. HULEX (416M). VIVIX pays higher dividends than HULEX: VIVIX (2.19) vs HULEX (1.21). 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). VIVIX annual gain was more profitable for investors over the last year : 9.75 vs. HULEX (7.28). HULEX return over 5 years is better than : 115.90 vs. VIVIX (74.87).
| 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 | 5.783 | 6.730 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 195B | 0% |
| Annual Yield % from dividends | 1.21 | 2.19 | 55% |
| Returns for 1 year | 7.28 | 9.75 | 75% |
| Returns for 3 years | 52.11 | 34.32 | 152% |
| Returns for 5 years | 115.90 | 74.87 | 155% |
| Returns for 10 years | 181.26 | 116.26 | 156% |
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