Interact to see
Advertisement
Advertisement
CDGRX vs VIMSX
CDGRX vs VIMSX Comparison
Open Charts CDGRX vs VIMSX
Copeland Dividend Growth Fund
Price$12.82
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
CDGRX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. CDGRX (30.9M). VIMSX pays higher dividends than CDGRX: VIMSX (1.40) vs CDGRX (0.11). CDGRX was incepted earlier than VIMSX: CDGRX (15 years) vs VIMSX (27 years). CDGRX (2.13) is less costly to investors than VIMSX (0.17). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VIMSX (16.00). CDGRX has a lower initial minimum investment than VIMSX: CDGRX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. CDGRX (-4.08). VIMSX return over 5 years is better than : 73.64 vs. CDGRX (22.96).
| CDGRX | VIMSX | CDGRX / VIMSX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 2.13 | 0.17 | 1,253% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 4.397 | 7.625 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.40 | 8% |
| Returns for 1 year | -4.08 | 17.63 | -23% |
| Returns for 3 years | 12.94 | 43.06 | 30% |
| Returns for 5 years | 22.96 | 73.64 | 31% |
| Returns for 10 years | -10.40 | 127.44 | -8% |