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CHDEX vs VIVAX
CHDEX vs VIVAX Comparison
Open Charts CHDEX vs VIVAX
Cullen High Dividend Equity Retail
Price$13.88
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets675.41M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CHDEX vs VIVAX Comparison Chart in %
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CHDEX vs. VIVAX commentary
Jul 06, 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 CHDEX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. CHDEX (675M). VIVAX (2.06) and CHDEX (1.97) have matching dividends . CHDEX was incepted earlier than VIVAX: CHDEX (22 years) vs VIVAX (33 years). CHDEX (1.35) is less costly to investors than VIVAX (0.17). CHDEX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). CHDEX has a lower initial minimum investment than VIVAX: CHDEX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. CHDEX (0.12). VIVAX return over 5 years is better than : 80.14 vs. CHDEX (9.97).
| CHDEX | VIVAX | CHDEX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 9.281 | 6.209 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 189B | 0% |
| Annual Yield % from dividends | 1.97 | 2.06 | 95% |
| Returns for 1 year | 0.12 | 12.04 | 1% |
| Returns for 3 years | -0.68 | 35.16 | -2% |
| Returns for 5 years | 9.97 | 80.14 | 12% |
| Returns for 10 years | 4.14 | 115.74 | 4% |
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