Interact to see
Advertisement
Advertisement
CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$13.17
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets654.87M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
CHDVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CHDVX vs. VIVAX commentary
May 23, 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: 184B vs. CHDVX (655M). CHDVX (2.30) and VIVAX (2.22) 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 : 4.71 vs. CHDVX (-6.64). VIVAX return over 5 years is better than : 75.18 vs. CHDVX (10.26).
| 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 | 3.099 | 0.375 | 827% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 184B | 0% |
| Annual Yield % from dividends | 2.30 | 2.22 | 104% |
| Returns for 1 year | -6.64 | 4.71 | -141% |
| Returns for 3 years | -9.95 | 21.97 | -45% |
| Returns for 5 years | 10.26 | 75.18 | 14% |
| Returns for 10 years | -2.97 | 97.35 | -3% |