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CDIVX vs VIMSX
CDIVX vs VIMSX Comparison
Open Charts CDIVX vs VIMSX
Copeland Dividend Growth Fund
Price$12.79
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets29.53M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
CDIVX vs VIMSX Comparison Chart in %
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CDIVX vs. VIMSX commentary
Sep 28, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. CDIVX (29.5M). VIMSX pays higher dividends than CDIVX: VIMSX (1.35) vs CDIVX (0.26). CDIVX was incepted earlier than VIMSX: CDIVX (13 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 : 11.57 vs. CDIVX (-8.34). VIMSX return over 5 years is better than : 70.75 vs. CDIVX (21.24).
| 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 | 13 years | 27 years | - |
| Gain YTD | 6.053 | 10.845 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 199B | 0% |
| Annual Yield % from dividends | 0.26 | 1.35 | 19% |
| Returns for 1 year | -8.34 | 11.57 | -72% |
| Returns for 3 years | 20.73 | 55.74 | 37% |
| Returns for 5 years | 21.24 | 70.75 | 30% |
| Returns for 10 years | -0.95 | 160.66 | -1% |
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