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CHDRX vs VVIAX
CHDRX vs VVIAX Comparison
Open Charts CHDRX vs VVIAX
Cullen High Dividend Equity R1
Price$11.46
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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CHDRX vs VVIAX Comparison Chart
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CHDRX 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 CHDRX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. CHDRX (773M). VVIAX pays higher dividends than CHDRX: VVIAX (2.36) vs CHDRX (2.23). CHDRX was incepted earlier than VVIAX: CHDRX (15 years) vs VVIAX (24 years). CHDRX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). CHDRX has a lower initial minimum investment than VVIAX: CHDRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. CHDRX (5.36). VVIAX return over 5 years is better than : 55.46 vs. CHDRX (-10.62).
| CHDRX | VVIAX | CHDRX / 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 | 12.448 | 16.303 | 76% |
| 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 | 2.23 | 2.36 | 95% |
| Returns for 1 year | 5.36 | 24.02 | 22% |
| Returns for 3 years | -12.32 | 28.29 | -44% |
| Returns for 5 years | -10.62 | 55.46 | -19% |
| Returns for 10 years | -10.16 | 114.04 | -9% |