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CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$13.91
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets675.41M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
CHDVX vs VIVAX Comparison Chart in %
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CHDVX vs. VIVAX commentary
Jul 07, 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 CHDVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. CHDVX (675M). CHDVX pays higher dividends than VIVAX: CHDVX (2.18) vs VIVAX (2.06). CHDVX was incepted earlier than VIVAX: CHDVX (21 years) vs VIVAX (33 years). CHDVX (1.10) is less costly to investors than VIVAX (0.17). CHDVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than CHDVX: VIVAX (3000) vs CHDVX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. CHDVX (0.43). VIVAX return over 5 years is better than : 80.14 vs. CHDVX (11.44).
| CHDVX | VIVAX | CHDVX / VIVAX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 9.458 | 6.209 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 189B | 0% |
| Annual Yield % from dividends | 2.18 | 2.06 | 105% |
| Returns for 1 year | 0.43 | 12.04 | 4% |
| Returns for 3 years | 0.16 | 35.16 | 0% |
| Returns for 5 years | 11.44 | 80.14 | 14% |
| Returns for 10 years | 6.87 | 115.74 | 6% |