CDGRX
Price
$12.54
Change
+$0.07 (+0.56%)
Updated
Jun 26 closing price
Net Assets
30.17M
VIEIX
Price
$145.22
Change
+$1.57 (+1.09%)
Updated
Jun 26 closing price
Net Assets
107.69B
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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$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.17M
Vanguard Extended Market Index Instl
Price$145.22
Change+$1.57 (+1.09%)
VolumeN/A
Net Assets107.69B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX commentary
Jun 27, 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 StrongBuy and VIEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. CDGRX (30.2M). VIEIX pays higher dividends than CDGRX: VIEIX (1.22) 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 : 13.43 vs. CDGRX (-6.00). VIEIX return over 5 years is better than : 68.31 vs. CDGRX (21.79).
CDGRXVIEIXCDGRX / VIEIX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio2.130.054,260%
Fund Existence15 years28 years-
Gain YTD1.547-0.207-748%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2M108B0%
Annual Yield % from dividends0.111.229%
Returns for 1 year-6.0013.43-45%
Returns for 3 years8.6239.4822%
Returns for 5 years21.7968.3132%
Returns for 10 years-12.13114.88-11%
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