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CDGRX vs VIMSX
CDGRX vs VIMSX Comparison
Open Charts CDGRX vs VIMSX
Copeland Dividend Growth Fund
Price$12.93
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
CDGRX vs VIMSX Comparison Chart in %
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CDGRX vs. VIMSX commentary
Aug 18, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. CDGRX (30.1M). VIMSX pays higher dividends than CDGRX: VIMSX (1.37) 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 : 14.31 vs. CDGRX (-5.93). VIMSX return over 5 years is better than : 62.16 vs. CDGRX (18.40).
| 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 | 5.293 | 8.291 | 64% |
| Front Load | 6% | 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 | 0.11 | 1.37 | 8% |
| Returns for 1 year | -5.93 | 14.31 | -41% |
| Returns for 3 years | 2.15 | 26.39 | 8% |
| Returns for 5 years | 18.40 | 62.16 | 30% |
| Returns for 10 years | -10.72 | 125.09 | -9% |
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