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CDCRX vs VIMSX
CDCRX vs VIMSX Comparison
Open Charts CDCRX vs VIMSX
Copeland Dividend Growth Fund
Price$11.81
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets30.06M
Vanguard Mid Cap Index Investor
Price$78.25
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets196.76B
CDCRX vs VIMSX Comparison Chart in %
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CDCRX vs. VIMSX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. CDCRX (30.1M). VIMSX pays higher dividends than CDCRX: VIMSX (1.37) 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 : 14.08 vs. CDCRX (-7.82). VIMSX return over 5 years is better than : 63.00 vs. CDCRX (11.23).
| 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 | 4.614 | 8.402 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -7.82 | 14.08 | -56% |
| Returns for 3 years | -0.34 | 29.66 | -1% |
| Returns for 5 years | 11.23 | 63.00 | 18% |
| Returns for 10 years | -15.24 | 138.77 | -11% |
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