Interact to see
Advertisement
Advertisement
CDGRX vs FFIFX
CDGRX vs FFIFX Comparison
Open Charts CDGRX vs FFIFX
Copeland Dividend Growth Fund
Price$12.24
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets27.53M
American Funds Income Fund of Amer 529F3
Price$28.04
Change-$0.15 (-0.53%)
VolumeN/A
Net Assets139.53B
CDGRX vs FFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFIFX has more cash in the bank: 140B vs. CDGRX (27.5M). FFIFX pays higher dividends than CDGRX: FFIFX (3.74) vs CDGRX (0.10). CDGRX was incepted earlier than FFIFX: CDGRX (15 years) vs FFIFX (5 years). CDGRX (2.13) is less costly to investors than FFIFX (0.31). FFIFX is a more actively managed with annual turnover of: 65.00 vs. CDGRX (32.00). FFIFX has a lower initial minimum investment than CDGRX: FFIFX (250) vs CDGRX (1000). FFIFX annual gain was more profitable for investors over the last year : 12.77 vs. CDGRX (-3.66). FFIFX return over 5 years is better than : 43.08 vs. CDGRX (3.87).
| CDGRX | FFIFX | CDGRX / FFIFX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 2.13 | 0.31 | 687% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 0.733 | 17.911 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 140B | 0% |
| Annual Yield % from dividends | 0.10 | 3.74 | 3% |
| Returns for 1 year | -3.66 | 12.77 | -29% |
| Returns for 3 years | 7.99 | 31.81 | 25% |
| Returns for 5 years | 3.87 | 43.08 | 9% |
| Returns for 10 years | -3.72 | N/A | - |