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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets33.62M
Vanguard Extended Market Index Instl
Price$144.56
Change-$4.57 (-3.06%)
VolumeN/A
Net Assets116.7B
CDGRX vs VIEIX Comparison Chart
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CDGRX vs. VIEIX commentary
Feb 23, 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 Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 117B vs. CDGRX (33.6M). 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 : 14.32 vs. CDGRX (-7.09). VIEIX return over 5 years is better than : 47.44 vs. CDGRX (-1.89).
| 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 | -1.140 | 0.340 | -335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 117B | 0% |
| Annual Yield % from dividends | 0.18 | 1.21 | 15% |
| Returns for 1 year | -7.09 | 14.32 | -49% |
| Returns for 3 years | -1.94 | 21.17 | -9% |
| Returns for 5 years | -1.89 | 47.44 | -4% |
| Returns for 10 years | -19.00 | 116.03 | -16% |