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CDIVX vs VSEMX
CDIVX vs VSEMX Comparison
Open Charts CDIVX vs VSEMX
Copeland Dividend Growth Fund
Price$12.66
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.29M
Vanguard Extended Market Index Instl Sel
Price$237.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets112.9B
CDIVX vs VSEMX Comparison Chart in %
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CDIVX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 113B vs. CDIVX (30.3M). VSEMX pays higher dividends than CDIVX: VSEMX (1.17) vs CDIVX (0.26). CDIVX was incepted earlier than VSEMX: CDIVX (12 years) vs VSEMX (9 years). CDIVX (1.99) is less costly to investors than VSEMX (0.02). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VSEMX (11.00). CDIVX has a lower initial minimum investment than VSEMX: CDIVX (25000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 10.87 vs. CDIVX (-4.78). VSEMX return over 5 years is better than : 60.67 vs. CDIVX (21.70).
| CDIVX | VSEMX | CDIVX / VSEMX | |
| Total Expense Ratio | 1.05 | 0.02 | 5,250% |
| Annual Report Gross Expense Ratio | 1.99 | 0.02 | 9,950% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 4.975 | 2.588 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 113B | 0% |
| Annual Yield % from dividends | 0.26 | 1.17 | 22% |
| Returns for 1 year | -4.78 | 10.87 | -44% |
| Returns for 3 years | 9.81 | 42.70 | 23% |
| Returns for 5 years | 21.70 | 60.67 | 36% |
| Returns for 10 years | -10.86 | N/A | - |
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