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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.42
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.43M
Vanguard Extended Market Index Instl
Price$141.36
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets107.69B
CDGRX vs VIEIX Comparison Chart
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CDGRX vs. VIEIX commentary
Jun 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 CDGRX is a Buy and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. CDGRX (30.4M). VIEIX pays higher dividends than CDGRX: VIEIX (1.22) vs CDGRX (0.11). CDGRX was incepted earlier than VIEIX: CDGRX (14 years) vs VIEIX (28 years). CDGRX (2.13) is less costly to investors than VIEIX (0.05). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VIEIX (11.00). CDGRX has a lower initial minimum investment than VIEIX: CDGRX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 10.40 vs. CDGRX (-5.30). VIEIX return over 5 years is better than : 54.61 vs. CDGRX (16.78).
| CDGRX | VIEIX | CDGRX / VIEIX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 2.13 | 0.05 | 4,260% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 1.222 | -1.791 | -68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 108B | 0% |
| Annual Yield % from dividends | 0.11 | 1.22 | 9% |
| Returns for 1 year | -5.30 | 10.40 | -51% |
| Returns for 3 years | 2.78 | 28.25 | 10% |
| Returns for 5 years | 16.78 | 54.61 | 31% |
| Returns for 10 years | -13.71 | 109.21 | -13% |
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