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CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$14.24
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets670.06M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
CHDVX vs VIVAX Comparison Chart in %
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CHDVX vs. VIVAX commentary
Aug 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 CHDVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. CHDVX (670M). CHDVX (2.13) and VIVAX (2.06) have matching dividends . CHDVX was incepted earlier than VIVAX: CHDVX (21 years) vs VIVAX (33 years). CHDVX (1.10) is less costly to investors than VIVAX (0.17). CHDVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CHDVX: VIVAX (3000) vs CHDVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 8.04 vs. CHDVX (-0.24). VIVAX return over 5 years is better than : 68.78 vs. CHDVX (8.43).
| CHDVX | VIVAX | CHDVX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 12.135 | 6.648 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 196B | 0% |
| Annual Yield % from dividends | 2.13 | 2.06 | 104% |
| Returns for 1 year | -0.24 | 8.04 | -3% |
| Returns for 3 years | -4.18 | 26.09 | -16% |
| Returns for 5 years | 8.43 | 68.78 | 12% |
| Returns for 10 years | 8.05 | 114.91 | 7% |
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