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CHDEX vs VVIAX
CHDEX vs VVIAX Comparison
Open Charts CHDEX vs VVIAX
Cullen High Dividend Equity Retail
Price$14.76
Change-$0.07 (-0.47%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
CHDEX vs VVIAX Comparison Chart
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CHDEX vs. VVIAX commentary
Dec 18, 2024
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 StrongSell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. CHDEX (734M). VVIAX pays higher dividends than CHDEX: VVIAX (2.36) vs CHDEX (2.08). CHDEX was incepted earlier than VVIAX: CHDEX (21 years) vs VVIAX (24 years). CHDEX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). CHDEX has a lower initial minimum investment than VVIAX: CHDEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. CHDEX (2.81). VVIAX return over 5 years is better than : 44.62 vs. CHDEX (-6.76).
| CHDEX | VVIAX | CHDEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 11.116 | 16.051 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 195B | 0% |
| Annual Yield % from dividends | 2.08 | 2.36 | 88% |
| Returns for 1 year | 2.81 | 16.45 | 17% |
| Returns for 3 years | -11.03 | 20.49 | -54% |
| Returns for 5 years | -6.76 | 44.62 | -15% |
| Returns for 10 years | 1.85 | 104.84 | 2% |
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