Interact to see
Advertisement
Advertisement
CDIVX vs VIEIX
CDIVX vs VIEIX Comparison
Open Charts CDIVX vs VIEIX
Copeland Dividend Growth Fund
Price$12.29
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets30.22M
Vanguard Extended Market Index Instl
Price$143.15
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
CDIVX vs VIEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDIVX vs. VIEIX commentary
Jun 07, 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: 108B vs. CDIVX (30.2M). VIEIX pays higher dividends than CDIVX: VIEIX (1.22) vs CDIVX (0.27). CDIVX was incepted earlier than VIEIX: CDIVX (12 years) vs VIEIX (28 years). CDIVX (1.99) 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 : 10.86 vs. CDIVX (-5.25). VIEIX return over 5 years is better than : 54.60 vs. CDIVX (16.95).
| CDIVX | VIEIX | CDIVX / VIEIX | |
| Total Expense Ratio | 1.05 | 0.05 | 2,100% |
| Annual Report Gross Expense Ratio | 1.99 | 0.05 | 3,980% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 1.161 | -1.798 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 108B | 0% |
| Annual Yield % from dividends | 0.27 | 1.22 | 22% |
| Returns for 1 year | -5.25 | 10.86 | -48% |
| Returns for 3 years | 1.91 | 26.40 | 7% |
| Returns for 5 years | 16.95 | 54.60 | 31% |
| Returns for 10 years | -13.69 | 109.65 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement