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CDIVX vs VIEIX
CDIVX vs VIEIX Comparison
Open Charts CDIVX vs VIEIX
Copeland Dividend Growth Fund
Price$12.06
Change-$0.40 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
CDIVX vs VIEIX Comparison Chart
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CDIVX 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 CDIVX is a Buy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. CDIVX (37.8M). VIEIX pays higher dividends than CDIVX: VIEIX (1.21) vs CDIVX (0.35). CDIVX was incepted earlier than VIEIX: CDIVX (12 years) vs VIEIX (27 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 : 23.66 vs. CDIVX (1.24). VIEIX return over 5 years is better than : 61.02 vs. CDIVX (8.72).
| CDIVX | VIEIX | CDIVX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 0.260 | 21.817 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 120B | 0% |
| Annual Yield % from dividends | 0.35 | 1.21 | 29% |
| Returns for 1 year | 1.24 | 23.66 | 5% |
| Returns for 3 years | -3.89 | 12.82 | -30% |
| Returns for 5 years | 8.72 | 61.02 | 14% |
| Returns for 10 years | -11.31 | 137.12 | -8% |