CDGRX
Price
$12.59
Change
-$0.02 (-0.16%)
Updated
Jan 14 closing price
Net Assets
27.49M
FIFAX
Price
$26.77
Change
+$0.12 (+0.45%)
Updated
Jan 14 closing price
Net Assets
139.38B
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CDGRX vs FIFAX

Header iconCDGRX vs FIFAX Comparison
Open Charts CDGRX vs FIFAXBanner chart's image
Copeland Dividend Growth Fund
Price$12.59
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets27.49M
American Funds Income Fund of Amer F3
Price$26.77
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets139.38B
CDGRX vs FIFAX Comparison Chart in %
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CDGRX vs. FIFAX commentary
Jan 15, 2026

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 CDGRX is a Hold and FIFAX is a Hold.

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FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 139B vs. CDGRX (27.5M). FIFAX pays higher dividends than CDGRX: FIFAX (3.94) vs CDGRX (0.00). CDGRX was incepted earlier than FIFAX: CDGRX (15 years) vs FIFAX (9 years). CDGRX (2.13) is less costly to investors than FIFAX (0.26). FIFAX is a more actively managed with annual turnover of: 65.00 vs. CDGRX (32.00). CDGRX has a lower initial minimum investment than FIFAX: CDGRX (1000) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 14.27 vs. CDGRX (2.94). FIFAX return over 5 years is better than : 31.41 vs. CDGRX (1.35).
CDGRXFIFAXCDGRX / FIFAX
Total Expense Ratio1.200.26462%
Annual Report Gross Expense Ratio2.130.26819%
Fund Existence15 years9 years-
Gain YTD3.1972.606123%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets27.5M139B0%
Annual Yield % from dividends0.003.94-
Returns for 1 year2.9414.2721%
Returns for 3 years8.6830.0629%
Returns for 5 years1.3531.414%
Returns for 10 years10.26N/A-
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