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CHVCX vs VVIAX
CHVCX vs VVIAX Comparison
Open Charts CHVCX vs VVIAX
Cullen High Dividend Equity C
Price$13.65
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets665.86M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
CHVCX vs VVIAX Comparison Chart in %
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CHVCX vs. VVIAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. CHVCX (666M). VVIAX pays higher dividends than CHVCX: VVIAX (2.18) vs CHVCX (1.40). CHVCX was incepted earlier than VVIAX: CHVCX (21 years) vs VVIAX (25 years). CHVCX (2.10) is less costly to investors than VVIAX (0.05). CHVCX is a more actively managed with annual turnover of: 38.00 vs. VVIAX (9.00). 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 : 9.75 vs. CHVCX (-1.71). VVIAX return over 5 years is better than : 74.87 vs. CHVCX (3.50).
| CHVCX | VVIAX | CHVCX / VVIAX | |
| Total Expense Ratio | 1.75 | 0.05 | 3,500% |
| Annual Report Gross Expense Ratio | 2.10 | 0.05 | 4,200% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 10.271 | 6.714 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 195B | 0% |
| Annual Yield % from dividends | 1.40 | 2.18 | 64% |
| Returns for 1 year | -1.71 | 9.75 | -18% |
| Returns for 3 years | -3.13 | 34.32 | -9% |
| Returns for 5 years | 3.50 | 74.87 | 5% |
| Returns for 10 years | -4.30 | 116.26 | -4% |