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CHDEX vs VVIAX
CHDEX vs VVIAX Comparison
Open Charts CHDEX vs VVIAX
Cullen High Dividend Equity Retail
Price$13.88
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets675.41M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CHDEX vs VVIAX Comparison Chart in %
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CHDEX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. CHDEX (675M). VVIAX pays higher dividends than CHDEX: VVIAX (2.18) vs CHDEX (1.97). CHDEX was incepted earlier than VVIAX: CHDEX (22 years) vs VVIAX (25 years). CHDEX (1.35) is less costly to investors than VVIAX (0.05). CHDEX is a more actively managed with annual turnover of: 38.00 vs. VVIAX (9.00). 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 : 12.03 vs. CHDEX (0.12). VVIAX return over 5 years is better than : 80.13 vs. CHDEX (9.97).
| CHDEX | VVIAX | CHDEX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.05 | 2,700% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 9.281 | 6.198 | 150% |
| 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 | 2.18 | 90% |
| Returns for 1 year | 0.12 | 12.03 | 1% |
| Returns for 3 years | -0.68 | 35.17 | -2% |
| Returns for 5 years | 9.97 | 80.13 | 12% |
| Returns for 10 years | 4.14 | 115.67 | 4% |
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