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CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets670.58M
Vanguard Value Index I
Price$72.18
Change-$0.35 (-0.48%)
VolumeN/A
Net Assets202.84B
CHDVX vs VIVAX Comparison Chart in %
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CHDVX vs. VIVAX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. CHDVX (671M). VIVAX (1.99) and CHDVX (1.98) 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 : 7.36 vs. CHDVX (-2.59). VIVAX return over 5 years is better than : 81.15 vs. CHDVX (14.42).
| 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 | 13.708 | 9.844 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 203B | 0% |
| Annual Yield % from dividends | 1.98 | 1.99 | 99% |
| Returns for 1 year | -2.59 | 7.36 | -35% |
| Returns for 3 years | 11.13 | 49.09 | 23% |
| Returns for 5 years | 14.42 | 81.15 | 18% |
| Returns for 10 years | 19.71 | 147.75 | 13% |
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