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CDIVX vs VIMSX
CDIVX vs VIMSX Comparison
Open Charts CDIVX vs VIMSX
Copeland Dividend Growth Fund
Price$12.66
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.29M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
CDIVX vs VIMSX Comparison Chart in %
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CDIVX 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 CDIVX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. CDIVX (30.3M). 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 : 17.91 vs. CDIVX (-4.78). VIMSX return over 5 years is better than : 70.78 vs. CDIVX (21.70).
| 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 | 4.975 | 9.818 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 192B | 0% |
| Annual Yield % from dividends | 0.26 | 1.40 | 19% |
| Returns for 1 year | -4.78 | 17.91 | -27% |
| Returns for 3 years | 9.81 | 42.07 | 23% |
| Returns for 5 years | 21.70 | 70.78 | 31% |
| Returns for 10 years | -10.86 | 132.48 | -8% |
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