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CDCRX vs VIMSX
CDCRX vs VIMSX Comparison
Open Charts CDCRX vs VIMSX
Copeland Dividend Growth Fund
Price$13.12
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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CDCRX vs VIMSX Comparison Chart
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CDCRX vs. VIMSX commentary
Sep 21, 2024
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 CDCRX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. CDCRX (40.2M). VIMSX pays higher dividends than CDCRX: VIMSX (1.38) vs CDCRX (0.00). CDCRX was incepted earlier than VIMSX: CDCRX (13 years) vs VIMSX (26 years). CDCRX is a more actively managed with annual turnover of: 35.00 vs. VIMSX (13.00). CDCRX has a lower initial minimum investment than VIMSX: CDCRX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 25.11 vs. CDCRX (17.99). VIMSX return over 5 years is better than : 56.75 vs. CDCRX (-2.45).
| CDCRX | VIMSX | CDCRX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 10.998 | 12.557 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 17.99 | 25.11 | 72% |
| Returns for 3 years | -2.31 | 9.82 | -24% |
| Returns for 5 years | -2.45 | 56.75 | -4% |
| Returns for 10 years | -10.99 | 128.21 | -9% |
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