CDGRX
Price
$12.82
Change
+$0.09 (+0.71%)
Updated
Jul 3 closing price
Net Assets
30.89M
VIMAX
Price
$351.59
Change
+$2.07 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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CDGRX vs VIMAX

Header iconCDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAXBanner chart's image
Copeland Dividend Growth Fund
Price$12.82
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index Admiral
Price$351.59
Change+$2.07 (+0.59%)
VolumeN/A
Net Assets185.28B
CDGRX vs VIMAX Comparison Chart in %
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CDGRX vs. VIMAX commentary
Jul 06, 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 StrongBuy and VIMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. CDGRX (30.9M). VIMAX pays higher dividends than CDGRX: VIMAX (1.52) vs CDGRX (0.11). CDGRX was incepted earlier than VIMAX: CDGRX (15 years) vs VIMAX (24 years). CDGRX (2.13) is less costly to investors than VIMAX (0.05). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VIMAX (16.00). CDGRX has a lower initial minimum investment than VIMAX: CDGRX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 17.65 vs. CDGRX (-4.08). VIMAX return over 5 years is better than : 73.78 vs. CDGRX (22.96).
CDGRXVIMAXCDGRX / VIMAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio2.130.054,260%
Fund Existence15 years24 years-
Gain YTD4.3977.63058%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9M185B0%
Annual Yield % from dividends0.111.527%
Returns for 1 year-4.0817.65-23%
Returns for 3 years12.9443.1330%
Returns for 5 years22.9673.7831%
Returns for 10 years-10.40127.55-8%
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