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CHDEX vs VIVAX
CHDEX vs VIVAX Comparison
Open Charts CHDEX vs VIVAX
Cullen High Dividend Equity Retail
Price$13.02
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets660.99M
Vanguard Value Index I
Price$65.77
Change-$0.35 (-0.53%)
VolumeN/A
Net Assets195.24B
CHDEX vs VIVAX Comparison Chart
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CHDEX vs. VIVAX commentary
Mar 14, 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. CHDEX (661M). CHDEX (2.12) and VIVAX (2.08) have matching dividends . CHDEX was incepted earlier than VIVAX: CHDEX (22 years) vs VIVAX (32 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 (10.00). 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 : 6.37 vs. CHDEX (-5.45). VIVAX return over 5 years is better than : 78.35 vs. CHDEX (10.07).
| 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 | 32 years | - |
| Gain YTD | 1.833 | 0.091 | 2,018% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 195B | 0% |
| Annual Yield % from dividends | 2.12 | 2.08 | 102% |
| Returns for 1 year | -5.45 | 6.37 | -86% |
| Returns for 3 years | -12.83 | 19.65 | -65% |
| Returns for 5 years | 10.07 | 78.35 | 13% |
| Returns for 10 years | -3.93 | 101.27 | -4% |