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CDIVX vs VSEMX
CDIVX vs VSEMX Comparison
Open Charts CDIVX vs VSEMX
Copeland Dividend Growth Fund
Price$12.15
Change-$0.17 (-1.38%)
VolumeN/A
Net Assets30M
Vanguard Extended Market Index Instl Sel
Price$225.99
Change-$3.91 (-1.70%)
VolumeN/A
Net Assets107.69B
CDIVX vs VSEMX Comparison Chart
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CDIVX vs. VSEMX commentary
Jun 16, 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 (30M). VSEMX pays higher dividends than CDIVX: VSEMX (1.24) vs CDIVX (0.27). 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 : 10.38 vs. CDIVX (-6.80). VSEMX return over 5 years is better than : 63.97 vs. CDIVX (20.32).
| 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 | 0.746 | -2.325 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 108B | 0% |
| Annual Yield % from dividends | 0.27 | 1.24 | 22% |
| Returns for 1 year | -6.80 | 10.38 | -65% |
| Returns for 3 years | 11.78 | 43.02 | 27% |
| Returns for 5 years | 20.32 | 63.97 | 32% |
| Returns for 10 years | -14.79 | N/A | - |
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