Interact to see
Advertisement
Advertisement
CDIVX vs VIMSX
CDIVX vs VIMSX Comparison
Open Charts CDIVX vs VIMSX
Copeland Dividend Growth Fund
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
CDIVX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDIVX 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 CDIVX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. CDIVX (30.1M). VIMSX pays higher dividends than CDIVX: VIMSX (1.37) vs CDIVX (0.26). CDIVX was incepted earlier than VIMSX: CDIVX (12 years) vs VIMSX (27 years). CDIVX (1.99) is less costly to investors than VIMSX (0.17). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than CDIVX: VIMSX (3000) vs CDIVX (25000). VIMSX annual gain was more profitable for investors over the last year : 14.31 vs. CDIVX (-6.03). VIMSX return over 5 years is better than : 62.16 vs. CDIVX (18.62).
| CDIVX | VIMSX | CDIVX / VIMSX | |
| Total Expense Ratio | 1.05 | 0.17 | 618% |
| Annual Report Gross Expense Ratio | 1.99 | 0.17 | 1,171% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 5.307 | 8.291 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 197B | 0% |
| Annual Yield % from dividends | 0.26 | 1.37 | 19% |
| Returns for 1 year | -6.03 | 14.31 | -42% |
| Returns for 3 years | 2.22 | 26.39 | 8% |
| Returns for 5 years | 18.62 | 62.16 | 30% |
| Returns for 10 years | -10.70 | 125.09 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement