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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$13.07
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets29.68M
Vanguard Extended Market Index Instl
Price$161.01
Change-$0.60 (-0.37%)
VolumeN/A
Net Assets81.53B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. CDGRX (29.7M). 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 : 16.36 vs. CDGRX (-7.61). VIEIX return over 5 years is better than : 66.37 vs. CDGRX (22.74).
| 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 | 6.189 | 11.925 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 81.5B | 0% |
| Annual Yield % from dividends | 0.11 | 1.08 | 10% |
| Returns for 1 year | -7.61 | 16.36 | -47% |
| Returns for 3 years | 19.03 | 55.85 | 34% |
| Returns for 5 years | 22.74 | 66.37 | 34% |
| Returns for 10 years | -2.92 | 160.02 | -2% |
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