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CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$12.88
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets685.29M
Vanguard Value Index I
Price$66.57
Change+$0.53 (+0.80%)
VolumeN/A
Net Assets183.52B
CHDVX vs VIVAX Comparison Chart
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CHDVX vs. VIVAX commentary
Jan 15, 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: 184B vs. CHDVX (685M). CHDVX (2.28) and VIVAX (2.25) have matching dividends . CHDVX was incepted earlier than VIVAX: CHDVX (20 years) vs VIVAX (32 years). CHDVX is a more actively managed with annual turnover of: 35.00 vs. VIVAX (10.00). 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 : 13.36 vs. CHDVX (-3.36). VIVAX return over 5 years is better than : 40.89 vs. CHDVX (-15.10).
| CHDVX | VIVAX | CHDVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -0.389 | -0.030 | 1,286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 184B | 0% |
| Annual Yield % from dividends | 2.28 | 2.25 | 102% |
| Returns for 1 year | -3.36 | 13.36 | -25% |
| Returns for 3 years | -18.48 | 13.17 | -140% |
| Returns for 5 years | -15.10 | 40.89 | -37% |
| Returns for 10 years | -5.40 | 104.51 | -5% |