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CHDEX vs VVIAX
CHDEX vs VVIAX Comparison
Open Charts CHDEX vs VVIAX
Cullen High Dividend Equity Retail
Price$13.47
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets658.47M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
CHDEX vs VVIAX Comparison Chart
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CHDEX vs. VVIAX commentary
Jun 14, 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 CHDEX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. CHDEX (658M). VVIAX pays higher dividends than CHDEX: VVIAX (2.28) vs CHDEX (2.02). CHDEX was incepted earlier than VVIAX: CHDEX (22 years) vs VVIAX (25 years). CHDEX (1.35) is less costly to investors than VVIAX (0.05). CHDEX is a more actively managed with annual turnover of: 38.00 vs. VVIAX (9.00). CHDEX has a lower initial minimum investment than VVIAX: CHDEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. CHDEX (-2.70). VVIAX return over 5 years is better than : 72.56 vs. CHDEX (6.75).
| CHDEX | VVIAX | CHDEX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.35 | 0.05 | 2,700% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.834 | 2.436 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 189B | 0% |
| Annual Yield % from dividends | 2.02 | 2.28 | 89% |
| Returns for 1 year | -2.70 | 8.01 | -34% |
| Returns for 3 years | -2.61 | 32.19 | -8% |
| Returns for 5 years | 6.75 | 72.56 | 9% |
| Returns for 10 years | -1.02 | 103.54 | -1% |
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