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CDIVX vs VIMSX
CDIVX vs VIMSX Comparison
Open Charts CDIVX vs VIMSX
Copeland Dividend Growth Fund
Price$12.59
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
CDIVX vs VIMSX Comparison Chart in %
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CDIVX vs. VIMSX commentary
Jul 07, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. CDIVX (30.9M). VIMSX pays higher dividends than CDIVX: VIMSX (1.40) 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 : 17.63 vs. CDIVX (-4.16). VIMSX return over 5 years is better than : 73.64 vs. CDIVX (23.12).
| 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 | 4.395 | 7.625 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 185B | 0% |
| Annual Yield % from dividends | 0.26 | 1.40 | 19% |
| Returns for 1 year | -4.16 | 17.63 | -24% |
| Returns for 3 years | 13.06 | 43.06 | 30% |
| Returns for 5 years | 23.12 | 73.64 | 31% |
| Returns for 10 years | -10.39 | 127.44 | -8% |
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