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CHVCX vs VVIAX
CHVCX vs VVIAX Comparison
Open Charts CHVCX vs VVIAX
Cullen High Dividend Equity C
Price$13.95
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets674.53M
Vanguard Value Index Adm
Price$71.21
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets195.81B
CHVCX vs VVIAX Comparison Chart in %
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CHVCX vs. VVIAX commentary
Aug 28, 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 CHVCX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. CHVCX (675M). VVIAX pays higher dividends than CHVCX: VVIAX (2.18) vs CHVCX (1.38). CHVCX was incepted earlier than VVIAX: CHVCX (21 years) vs VVIAX (25 years). CHVCX (2.10) is less costly to investors than VVIAX (0.05). CHVCX is a more actively managed with annual turnover of: 38.00 vs. VVIAX (9.00). CHVCX has a lower initial minimum investment than VVIAX: CHVCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.77 vs. CHVCX (-2.94). VVIAX return over 5 years is better than : 69.47 vs. CHVCX (2.59).
| CHVCX | VVIAX | CHVCX / VVIAX | |
| Total Expense Ratio | 1.75 | 0.05 | 3,500% |
| Annual Report Gross Expense Ratio | 2.10 | 0.05 | 4,200% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 12.694 | 7.592 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 196B | 0% |
| Annual Yield % from dividends | 1.38 | 2.18 | 63% |
| Returns for 1 year | -2.94 | 6.77 | -43% |
| Returns for 3 years | -2.90 | 32.26 | -9% |
| Returns for 5 years | 2.59 | 69.47 | 4% |
| Returns for 10 years | 2.98 | 128.97 | 2% |