Ad is loading...
CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets33.62M
Vanguard Mid Cap Index Admiral
Price$334.98
Change-$6.47 (-1.89%)
VolumeN/A
Net Assets184.83B
CDGRX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VIMAX commentary
Feb 23, 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 CDGRX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. CDGRX (33.6M). 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 : 14.06 vs. CDGRX (-7.09). VIMAX return over 5 years is better than : 48.46 vs. CDGRX (-1.89).
| 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 | -1.140 | 2.481 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 185B | 0% |
| Annual Yield % from dividends | 0.18 | 1.49 | 12% |
| Returns for 1 year | -7.09 | 14.06 | -50% |
| Returns for 3 years | -1.94 | 19.69 | -10% |
| Returns for 5 years | -1.89 | 48.46 | -4% |
| Returns for 10 years | -19.00 | 114.28 | -17% |