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CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$12.28
Change-$0.41 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$327.44
Change-$11.29 (-3.33%)
VolumeN/A
CapitalizationN/A
CDGRX vs VIMAX Comparison Chart
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CDGRX vs. VIMAX commentary
Dec 19, 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 CDGRX is a Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 190B vs. CDGRX (37.8M). VIMAX pays higher dividends than CDGRX: VIMAX (1.49) vs CDGRX (0.18). CDGRX was incepted earlier than VIMAX: CDGRX (14 years) vs VIMAX (23 years). CDGRX is a more actively managed with annual turnover of: 35.00 vs. VIMAX (13.00). CDGRX has a lower initial minimum investment than VIMAX: CDGRX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 18.84 vs. CDGRX (1.23). VIMAX return over 5 years is better than : 55.75 vs. CDGRX (8.36).
| CDGRX | VIMAX | CDGRX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 0.266 | 17.829 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 190B | 0% |
| Annual Yield % from dividends | 0.18 | 1.49 | 12% |
| Returns for 1 year | 1.23 | 18.84 | 7% |
| Returns for 3 years | -4.02 | 11.37 | -35% |
| Returns for 5 years | 8.36 | 55.75 | 15% |
| Returns for 10 years | -11.43 | 125.53 | -9% |
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