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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets30.05M
Vanguard Extended Market Index Instl
Price$156.10
Change-$1.08 (-0.69%)
VolumeN/A
Net Assets78.9B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 78.9B vs. CDGRX (30.1M). VIEIX pays higher dividends than CDGRX: VIEIX (1.08) vs CDGRX (0.11). CDGRX was incepted earlier than VIEIX: CDGRX (15 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 : 15.74 vs. CDGRX (-7.20). VIEIX return over 5 years is better than : 56.03 vs. CDGRX (16.98).
| 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 | 15 years | 28 years | - |
| Gain YTD | 5.537 | 8.512 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.11 | 1.08 | 10% |
| Returns for 1 year | -7.20 | 15.74 | -46% |
| Returns for 3 years | 9.86 | 45.74 | 22% |
| Returns for 5 years | 16.98 | 56.03 | 30% |
| Returns for 10 years | -2.53 | 154.12 | -2% |
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