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CDGRX vs FIFAX
CDGRX vs FIFAX Comparison
Open Charts CDGRX vs FIFAX
Copeland Dividend Growth Fund
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets30.05M
American Funds Income Fund of Amer F3
Price$27.26
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets136.58B
CDGRX vs FIFAX Comparison Chart in %
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CDGRX vs. FIFAX commentary
Sep 01, 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 CDGRX is a Buy and FIFAX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 137B vs. CDGRX (30.1M). FIFAX pays higher dividends than CDGRX: FIFAX (3.88) vs CDGRX (0.11). CDGRX was incepted earlier than FIFAX: CDGRX (15 years) vs FIFAX (9 years). CDGRX (2.13) is less costly to investors than FIFAX (0.27). FIFAX is a more actively managed with annual turnover of: 92.00 vs. CDGRX (32.00). CDGRX has a lower initial minimum investment than FIFAX: CDGRX (1000) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 10.91 vs. CDGRX (-7.20). FIFAX return over 5 years is better than : 39.63 vs. CDGRX (16.98).
| CDGRX | FIFAX | CDGRX / FIFAX | |
| Total Expense Ratio | 1.20 | 0.27 | 444% |
| Annual Report Gross Expense Ratio | 2.13 | 0.27 | 789% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 5.537 | 13.367 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 137B | 0% |
| Annual Yield % from dividends | 0.11 | 3.88 | 3% |
| Returns for 1 year | -7.20 | 10.91 | -66% |
| Returns for 3 years | 9.86 | 29.21 | 34% |
| Returns for 5 years | 16.98 | 39.63 | 43% |
| Returns for 10 years | -2.53 | N/A | - |
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