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CHDPX vs VVIAX
CHDPX vs VVIAX Comparison
Open Charts CHDPX vs VVIAX
Cullen High Dividend Equity R2
Price$11.81
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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CHDPX vs VVIAX Comparison Chart
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CHDPX vs. VVIAX commentary
Sep 21, 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 CHDPX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. CHDPX (773M). CHDPX (2.36) and VVIAX (2.36) have matching dividends . CHDPX was incepted earlier than VVIAX: CHDPX (15 years) vs VVIAX (24 years). CHDPX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). CHDPX has a lower initial minimum investment than VVIAX: CHDPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 20.40 vs. CHDPX (3.36). VVIAX return over 5 years is better than : 54.20 vs. CHDPX (-9.07).
| CHDPX | VVIAX | CHDPX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.045 | 15.359 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 183B | 0% |
| Annual Yield % from dividends | 2.36 | 2.36 | 100% |
| Returns for 1 year | 3.36 | 20.40 | 16% |
| Returns for 3 years | -12.86 | 25.00 | -51% |
| Returns for 5 years | -9.07 | 54.20 | -17% |
| Returns for 10 years | -8.26 | 109.21 | -8% |
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