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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$11.34
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets28.61M
Vanguard Extended Market Index Instl
Price$125.59
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
CDGRX vs VIEIX Comparison Chart
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CDGRX vs. VIEIX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. CDGRX (28.6M). VIEIX pays higher dividends than CDGRX: VIEIX (1.30) vs CDGRX (0.12). CDGRX was incepted earlier than VIEIX: CDGRX (14 years) vs VIEIX (28 years). CDGRX (1.95) 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 : -2.00 vs. CDGRX (-12.54). VIEIX return over 5 years is better than : 66.50 vs. CDGRX (12.43).
| CDGRX | VIEIX | CDGRX / VIEIX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.95 | 0.05 | 3,900% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -8.795 | -14.337 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 101B | 0% |
| Annual Yield % from dividends | 0.12 | 1.30 | 9% |
| Returns for 1 year | -12.54 | -2.00 | 626% |
| Returns for 3 years | -9.25 | 6.62 | -140% |
| Returns for 5 years | 12.43 | 66.50 | 19% |
| Returns for 10 years | -24.29 | 80.20 | -30% |
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