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CDIVX vs VIEIX
CDIVX vs VIEIX Comparison
Open Charts CDIVX vs VIEIX
Copeland Dividend Growth Fund
Price$11.13
Change+$0.13 (+1.18%)
VolumeN/A
Net Assets28.61M
Vanguard Extended Market Index Instl
Price$125.59
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
CDIVX vs VIEIX Comparison Chart
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CDIVX vs. VIEIX commentary
Apr 25, 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: 101B vs. CDIVX (28.6M). VIEIX pays higher dividends than CDIVX: VIEIX (1.30) vs CDIVX (0.28). CDIVX was incepted earlier than VIEIX: CDIVX (12 years) vs VIEIX (28 years). CDIVX (1.75) is less costly to investors than VIEIX (0.05). CDIVX is a more actively managed with annual turnover of: 32.00 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 : -2.00 vs. CDIVX (-12.61). VIEIX return over 5 years is better than : 66.50 vs. CDIVX (12.65).
| CDIVX | VIEIX | CDIVX / VIEIX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.75 | 0.05 | 3,500% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -8.789 | -14.337 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 101B | 0% |
| Annual Yield % from dividends | 0.28 | 1.30 | 22% |
| Returns for 1 year | -12.61 | -2.00 | 629% |
| Returns for 3 years | -9.16 | 6.62 | -138% |
| Returns for 5 years | 12.65 | 66.50 | 19% |
| Returns for 10 years | -24.23 | 80.20 | -30% |
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