Interact to see
Advertisement
Advertisement
CHDEX vs VVIAX
CHDEX vs VVIAX Comparison
Open Charts CHDEX vs VVIAX
Cullen High Dividend Equity Retail
Price$14.41
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets675.1M
Vanguard Value Index Adm
Price$71.99
Change-$0.14 (-0.19%)
VolumeN/A
Net Assets202.84B
CHDEX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHDEX vs. VVIAX commentary
Sep 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. CHDEX (675M). VVIAX pays higher dividends than CHDEX: VVIAX (2.10) vs CHDEX (1.78). 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 : 7.98 vs. CHDEX (-1.30). VVIAX return over 5 years is better than : 72.16 vs. CHDEX (8.72).
| 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 | 13.958 | 9.274 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 203B | 0% |
| Annual Yield % from dividends | 1.78 | 2.10 | 85% |
| Returns for 1 year | -1.30 | 7.98 | -16% |
| Returns for 3 years | 3.75 | 38.76 | 10% |
| Returns for 5 years | 8.72 | 72.16 | 12% |
| Returns for 10 years | 14.47 | 138.61 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers