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CHDVX vs VIVAX
CHDVX vs VIVAX Comparison
Open Charts CHDVX vs VIVAX
Cullen High Dividend Equity I
Price$14.38
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets673.18M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
CHDVX vs VIVAX Comparison Chart in %
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CHDVX vs. VIVAX 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 CHDVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. CHDVX (673M). VIVAX (1.99) and CHDVX (1.98) have matching dividends . 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 : 7.74 vs. CHDVX (-0.96). VIVAX return over 5 years is better than : 70.18 vs. CHDVX (9.56).
| 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 | 13.471 | 7.845 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 203B | 0% |
| Annual Yield % from dividends | 1.98 | 1.99 | 99% |
| Returns for 1 year | -0.96 | 7.74 | -12% |
| Returns for 3 years | 3.77 | 36.63 | 10% |
| Returns for 5 years | 9.56 | 70.18 | 14% |
| Returns for 10 years | 16.43 | 131.64 | 12% |
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