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CDGRX vs VIEIX
CDGRX vs VIEIX Comparison
Open Charts CDGRX vs VIEIX
Copeland Dividend Growth Fund
Price$12.46
Change-$0.66 (-5.03%)
VolumeN/A
Net Assets27.26M
Vanguard Extended Market Index Instl
Price$163.11
Change+$2.66 (+1.66%)
VolumeN/A
Net Assets82.12B
CDGRX vs VIEIX Comparison Chart in %
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CDGRX vs. VIEIX commentary
Feb 05, 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 Buy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 82.1B vs. CDGRX (27.3M). VIEIX pays higher dividends than CDGRX: VIEIX (1.11) vs CDGRX (0.00). CDGRX was incepted earlier than VIEIX: CDGRX (15 years) vs VIEIX (29 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 : 9.31 vs. CDGRX (0.24). VIEIX return over 5 years is better than : 21.42 vs. CDGRX (0.06).
| 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 | 29 years | - |
| Gain YTD | 2.131 | 2.837 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3M | 82.1B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 0.24 | 9.31 | 3% |
| Returns for 3 years | 3.72 | 43.71 | 9% |
| Returns for 5 years | 0.06 | 21.42 | 0% |
| Returns for 10 years | 6.58 | 204.36 | 3% |
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