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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.48
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets36.32M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
CDGRX vs VIEIX Comparison Chart
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CDGRX vs. VIEIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. CDGRX (36.3M). VIEIX pays higher dividends than CDGRX: VIEIX (1.21) vs CDGRX (0.18). CDGRX was incepted earlier than VIEIX: CDGRX (14 years) vs VIEIX (28 years). CDGRX is a more actively managed with annual turnover of: 35.00 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 : 24.95 vs. CDGRX (0.19). VIEIX return over 5 years is better than : 54.68 vs. CDGRX (2.00).
| CDGRX | VIEIX | CDGRX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 1.629 | 3.991 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 111B | 0% |
| Annual Yield % from dividends | 0.18 | 1.21 | 15% |
| Returns for 1 year | 0.19 | 24.95 | 1% |
| Returns for 3 years | -3.88 | 18.29 | -21% |
| Returns for 5 years | 2.00 | 54.68 | 4% |
| Returns for 10 years | -12.36 | 138.66 | -9% |
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