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CDIVX vs VSEMX
CDIVX vs VSEMX Comparison
Open Charts CDIVX vs VSEMX
Copeland Dividend Growth Fund
Price$12.59
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets30.89M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
CDIVX vs VSEMX Comparison Chart in %
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CDIVX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. CDIVX (30.9M). 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 : 17.51 vs. CDIVX (-4.16). VSEMX return over 5 years is better than : 68.58 vs. CDIVX (23.12).
| 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 | 4.395 | 4.149 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 108B | 0% |
| Annual Yield % from dividends | 0.26 | 1.17 | 22% |
| Returns for 1 year | -4.16 | 17.51 | -24% |
| Returns for 3 years | 13.06 | 49.81 | 26% |
| Returns for 5 years | 23.12 | 68.58 | 34% |
| Returns for 10 years | -10.39 | N/A | - |
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