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CDCRX vs VIMSX
CDCRX vs VIMSX Comparison
Open Charts CDCRX vs VIMSX
Copeland Dividend Growth Fund
Price$11.78
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets30.29M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
CDCRX vs VIMSX Comparison Chart in %
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CDCRX vs. VIMSX commentary
Jul 27, 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 CDCRX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. CDCRX (30.3M). VIMSX pays higher dividends than CDCRX: VIMSX (1.40) vs CDCRX (0.00). CDCRX was incepted earlier than VIMSX: CDCRX (14 years) vs VIMSX (27 years). CDCRX (2.89) is less costly to investors than VIMSX (0.17). CDCRX is a more actively managed with annual turnover of: 32.00 vs. VIMSX (16.00). CDCRX has a lower initial minimum investment than VIMSX: CDCRX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. CDCRX (-6.36). VIMSX return over 5 years is better than : 70.78 vs. CDCRX (14.37).
| CDCRX | VIMSX | CDCRX / VIMSX | |
| Total Expense Ratio | 1.95 | 0.17 | 1,147% |
| Annual Report Gross Expense Ratio | 2.89 | 0.17 | 1,700% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.525 | 9.818 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -6.36 | 17.91 | -36% |
| Returns for 3 years | 5.56 | 42.07 | 13% |
| Returns for 5 years | 14.37 | 70.78 | 20% |
| Returns for 10 years | -19.75 | 132.48 | -15% |
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