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CHDEX vs VVIAX
CHDEX vs VVIAX Comparison
Open Charts CHDEX vs VVIAX
Cullen High Dividend Equity Retail
Price$14.36
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets673.18M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
CHDEX vs VVIAX Comparison Chart in %
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CHDEX vs. VVIAX commentary
Sep 08, 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: 203B vs. CHDEX (673M). VVIAX pays higher dividends than CHDEX: VVIAX (2.10) vs CHDEX (1.78). 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 : 7.74 vs. CHDEX (-1.19). VVIAX return over 5 years is better than : 70.16 vs. CHDEX (8.19).
| 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 | 13.327 | 7.850 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 203B | 0% |
| Annual Yield % from dividends | 1.78 | 2.10 | 85% |
| Returns for 1 year | -1.19 | 7.74 | -15% |
| Returns for 3 years | 2.97 | 36.61 | 8% |
| Returns for 5 years | 8.19 | 70.16 | 12% |
| Returns for 10 years | 13.55 | 131.61 | 10% |
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