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CDIVX vs VIEIX
CDIVX vs VIEIX Comparison
Open Charts CDIVX vs VIEIX
Copeland Dividend Growth Fund
Price$12.59
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets30.89M
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
CDIVX vs VIEIX Comparison Chart in %
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CDIVX vs. VIEIX commentary
Jul 06, 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 StrongBuy and VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. CDIVX (30.9M). VIEIX pays higher dividends than CDIVX: VIEIX (1.15) vs CDIVX (0.26). 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 : 17.49 vs. CDIVX (-4.16). VIEIX return over 5 years is better than : 68.49 vs. CDIVX (23.12).
| 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 | 4.395 | 4.147 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 108B | 0% |
| Annual Yield % from dividends | 0.26 | 1.15 | 23% |
| Returns for 1 year | -4.16 | 17.49 | -24% |
| Returns for 3 years | 13.06 | 49.76 | 26% |
| Returns for 5 years | 23.12 | 68.49 | 34% |
| Returns for 10 years | -10.39 | 123.58 | -8% |
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