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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$13.03
Change-$0.20 (-1.51%)
VolumeN/A
Net Assets27.75M
Vanguard Extended Market Index Instl
Price$155.06
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX commentary
Nov 14, 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 CDGRX is a Buy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. CDGRX (27.7M). VIEIX pays higher dividends than CDGRX: VIEIX (1.09) vs CDGRX (0.11). CDGRX was incepted earlier than VIEIX: CDGRX (15 years) vs VIEIX (28 years). CDGRX (2.13) is less costly to investors than VIEIX (0.05). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VIEIX (11.00). CDGRX has a lower initial minimum investment than VIEIX: CDGRX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 5.73 vs. CDGRX (-10.84). VIEIX return over 5 years is better than : 47.81 vs. CDGRX (11.17).
| CDGRX | VIEIX | CDGRX / VIEIX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 2.13 | 0.05 | 4,260% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 6.107 | 10.788 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 83.9B | 0% |
| Annual Yield % from dividends | 0.11 | 1.09 | 10% |
| Returns for 1 year | -10.84 | 5.73 | -189% |
| Returns for 3 years | 9.26 | 48.62 | 19% |
| Returns for 5 years | 11.17 | 47.81 | 23% |
| Returns for 10 years | 0.12 | 157.78 | 0% |
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