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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.77
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets29.81M
Vanguard Extended Market Index Instl
Price$149.14
Change-$0.33 (-0.22%)
VolumeN/A
Net Assets78.9B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX commentary
Aug 11, 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 (29.8M). VIEIX pays higher dividends than CDGRX: VIEIX (1.12) 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 : 17.10 vs. CDGRX (-4.38). VIEIX return over 5 years is better than : 54.17 vs. CDGRX (17.25).
| 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 | 3.990 | 3.674 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 78.9B | 0% |
| Annual Yield % from dividends | 0.11 | 1.12 | 10% |
| Returns for 1 year | -4.38 | 17.10 | -26% |
| Returns for 3 years | 4.99 | 35.07 | 14% |
| Returns for 5 years | 17.25 | 54.17 | 32% |
| Returns for 10 years | -11.17 | 125.51 | -9% |
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