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CDIVX vs VIEIX
CDIVX vs VIEIX Comparison
Open Charts CDIVX vs VIEIX
Copeland Dividend Growth Fund
Price$12.42
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets36.2M
Vanguard Extended Market Index Instl
Price$152.26
Change+$1.66 (+1.10%)
VolumeN/A
Net Assets111.13B
CDIVX vs VIEIX Comparison Chart
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CDIVX vs. VIEIX commentary
Jan 31, 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 CDIVX is a Buy and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 111B vs. CDIVX (36.2M). VIEIX pays higher dividends than CDIVX: VIEIX (1.21) vs CDIVX (0.35). CDIVX was incepted earlier than VIEIX: CDIVX (12 years) vs VIEIX (28 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VIEIX (11.00). CDIVX has a lower initial minimum investment than VIEIX: CDIVX (25000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 24.11 vs. CDIVX (-0.23). VIEIX return over 5 years is better than : 60.88 vs. CDIVX (5.51).
| CDIVX | VIEIX | CDIVX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 2.073 | 4.533 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 111B | 0% |
| Annual Yield % from dividends | 0.35 | 1.21 | 29% |
| Returns for 1 year | -0.23 | 24.11 | -1% |
| Returns for 3 years | -1.70 | 21.68 | -8% |
| Returns for 5 years | 5.51 | 60.88 | 9% |
| Returns for 10 years | -11.96 | 137.25 | -9% |
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