CDGRX
Price
$12.89
Change
+$0.08 (+0.62%)
Updated
Jul 25 closing price
Net Assets
30.29M
VIMSX
Price
$79.10
Change
+$0.60 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
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CDGRX vs VIMSX

Header iconCDGRX vs VIMSX Comparison
Open Charts CDGRX vs VIMSXBanner chart's image
Copeland Dividend Growth Fund
Price$12.89
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets30.29M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
CDGRX vs VIMSX Comparison Chart in %
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CDGRX 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 CDGRX is a Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. CDGRX (30.3M). 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 : 17.91 vs. CDGRX (-4.70). VIMSX return over 5 years is better than : 70.78 vs. CDGRX (21.44).
CDGRXVIMSXCDGRX / VIMSX
Total Expense Ratio1.200.17706%
Annual Report Gross Expense Ratio2.130.171,253%
Fund Existence15 years27 years-
Gain YTD4.9679.81851%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets30.3M192B0%
Annual Yield % from dividends0.111.408%
Returns for 1 year-4.7017.91-26%
Returns for 3 years9.7342.0723%
Returns for 5 years21.4470.7830%
Returns for 10 years-10.88132.48-8%
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