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CHVCX vs VVIAX
CHVCX vs VVIAX Comparison
Open Charts CHVCX vs VVIAX
Cullen High Dividend Equity C
Price$12.80
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets705.55M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
CHVCX vs VVIAX Comparison Chart
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CHVCX vs. VVIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. CHVCX (706M). VVIAX pays higher dividends than CHVCX: VVIAX (2.36) vs CHVCX (1.53). CHVCX was incepted earlier than VVIAX: CHVCX (20 years) vs VVIAX (24 years). CHVCX is a more actively managed with annual turnover of: 35.00 vs. VVIAX (10.00). 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 : 18.18 vs. CHVCX (0.10). VVIAX return over 5 years is better than : 44.18 vs. CHVCX (-18.19).
| CHVCX | VVIAX | CHVCX / 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 | 2.729 | 3.195 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 184B | 0% |
| Annual Yield % from dividends | 1.53 | 2.36 | 65% |
| Returns for 1 year | 0.10 | 18.18 | 1% |
| Returns for 3 years | -17.62 | 18.46 | -95% |
| Returns for 5 years | -18.19 | 44.18 | -41% |
| Returns for 10 years | -12.89 | 111.13 | -12% |
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