Ad is loading...
CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.28
Change-$0.41 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
CDGRX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VIEIX commentary
Dec 19, 2024
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: 120B vs. CDGRX (37.8M). VIEIX pays higher dividends than CDGRX: VIEIX (1.21) vs CDGRX (0.18). CDGRX was incepted earlier than VIEIX: CDGRX (14 years) vs VIEIX (27 years). CDGRX is a more actively managed with annual turnover of: 35.00 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 : 23.66 vs. CDGRX (1.23). VIEIX return over 5 years is better than : 61.02 vs. CDGRX (8.36).
| CDGRX | VIEIX | CDGRX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.266 | 21.817 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 120B | 0% |
| Annual Yield % from dividends | 0.18 | 1.21 | 15% |
| Returns for 1 year | 1.23 | 23.66 | 5% |
| Returns for 3 years | -4.02 | 12.82 | -31% |
| Returns for 5 years | 8.36 | 61.02 | 14% |
| Returns for 10 years | -11.43 | 137.12 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers