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CHDVX vs VIVIX
CHDVX vs VIVIX Comparison
Open Charts CHDVX vs VIVIX
Cullen High Dividend Equity I
Price$13.17
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets654.87M
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
CHDVX vs VIVIX Comparison Chart
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CHDVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. CHDVX (655M). VIVIX (2.35) and CHDVX (2.30) have matching dividends . CHDVX was incepted earlier than VIVIX: CHDVX (21 years) vs VIVIX (27 years). CHDVX (1.10) is less costly to investors than VIVIX (0.04). CHDVX is a more actively managed with annual turnover of: 38.00 vs. VIVIX (9.00). CHDVX has a lower initial minimum investment than VIVIX: CHDVX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.71 vs. CHDVX (-6.64). VIVIX return over 5 years is better than : 75.20 vs. CHDVX (10.26).
| CHDVX | VIVIX | CHDVX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 3.099 | 0.391 | 792% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 184B | 0% |
| Annual Yield % from dividends | 2.30 | 2.35 | 98% |
| Returns for 1 year | -6.64 | 4.71 | -141% |
| Returns for 3 years | -9.95 | 21.97 | -45% |
| Returns for 5 years | 10.26 | 75.20 | 14% |
| Returns for 10 years | -2.97 | 97.31 | -3% |
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