CDGRX
Price
$11.87
Change
+$0.13 (+1.11%)
Updated
Apr 2 closing price
Net Assets
31.07M
VIEIX
Price
$133.74
Change
+$2.27 (+1.73%)
Updated
Apr 2 closing price
Net Assets
110.09B
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CDGRX vs VIEIX

Header iconCDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIXBanner chart's image
Copeland Dividend Growth Fund
Price$11.87
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets31.07M
Vanguard Extended Market Index Instl
Price$133.74
Change+$2.27 (+1.73%)
VolumeN/A
Net Assets110.09B
CDGRX vs VIEIX Comparison Chart
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CDGRX vs. VIEIX commentary
Apr 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 110B vs. CDGRX (31.1M). 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 : 1.47 vs. CDGRX (-10.76). VIEIX return over 5 years is better than : 110.94 vs. CDGRX (26.78).
CDGRXVIEIXCDGRX / VIEIX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.950.053,900%
Fund Existence14 years28 years-
Gain YTD-4.397-8.66851%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.1M110B0%
Annual Yield % from dividends0.121.309%
Returns for 1 year-10.761.47-734%
Returns for 3 years-9.934.57-217%
Returns for 5 years26.78110.9424%
Returns for 10 years-20.6994.51-22%
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