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CHDEX vs VIVAX
CHDEX vs VIVAX Comparison
Open Charts CHDEX vs VIVAX
Cullen High Dividend Equity Retail
Price$13.47
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets658.47M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
CHDEX vs VIVAX Comparison Chart
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CHDEX vs. VIVAX commentary
Jun 16, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. CHDEX (658M). VIVAX pays higher dividends than CHDEX: VIVAX (2.16) vs CHDEX (2.02). 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 : 8.01 vs. CHDEX (-2.70). VIVAX return over 5 years is better than : 72.56 vs. CHDEX (6.75).
| 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 | 5.834 | 2.419 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 189B | 0% |
| Annual Yield % from dividends | 2.02 | 2.16 | 94% |
| Returns for 1 year | -2.70 | 8.01 | -34% |
| Returns for 3 years | -2.61 | 32.20 | -8% |
| Returns for 5 years | 6.75 | 72.56 | 9% |
| Returns for 10 years | -1.02 | 103.54 | -1% |
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