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CHDVX vs VVIAX
CHDVX vs VVIAX Comparison
Open Charts CHDVX vs VVIAX
Cullen High Dividend Equity I
Price$15.19
Change+$0.07 (+0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
CHDVX vs VVIAX Comparison Chart
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CHDVX vs. VVIAX commentary
Nov 23, 2024
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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. CHDVX (762M). VVIAX (2.36) and CHDVX (2.28) have matching dividends . CHDVX was incepted earlier than VVIAX: CHDVX (20 years) vs VVIAX (24 years). CHDVX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than CHDVX: VVIAX (3000) vs CHDVX (1000000). VVIAX annual gain was more profitable for investors over the last year : 27.07 vs. CHDVX (10.62). VVIAX return over 5 years is better than : 54.28 vs. CHDVX (-1.27).
| CHDVX | VVIAX | CHDVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 14.094 | 20.599 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 184B | 0% |
| Annual Yield % from dividends | 2.28 | 2.36 | 97% |
| Returns for 1 year | 10.62 | 27.07 | 39% |
| Returns for 3 years | -9.11 | 24.71 | -37% |
| Returns for 5 years | -1.27 | 54.28 | -2% |
| Returns for 10 years | 7.43 | 114.16 | 7% |