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CDGRX vs FIFAX
CDGRX vs FIFAX Comparison
Open Charts CDGRX vs FIFAX
Copeland Dividend Growth Fund
Price$12.77
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets29.81M
American Funds Income Fund of Amer F3
Price$26.83
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets135.23B
CDGRX vs FIFAX Comparison Chart in %
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CDGRX vs. FIFAX commentary
Aug 11, 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: 135B vs. CDGRX (29.8M). FIFAX pays higher dividends than CDGRX: FIFAX (3.98) 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 : 13.63 vs. CDGRX (-4.38). FIFAX return over 5 years is better than : 39.60 vs. CDGRX (17.25).
| 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 | 3.990 | 11.579 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 135B | 0% |
| Annual Yield % from dividends | 0.11 | 3.98 | 3% |
| Returns for 1 year | -4.38 | 13.63 | -32% |
| Returns for 3 years | 4.99 | 24.82 | 20% |
| Returns for 5 years | 17.25 | 39.60 | 44% |
| Returns for 10 years | -11.17 | N/A | - |
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