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CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$12.73
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets30.01M
Vanguard Mid Cap Index Admiral
Price$350.88
Change+$2.86 (+0.82%)
VolumeN/A
Net Assets192.45B
CDGRX vs VIMAX Comparison Chart in %
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CDGRX vs. VIMAX commentary
Jul 19, 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 StrongBuy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 192B vs. CDGRX (30M). VIMAX pays higher dividends than CDGRX: VIMAX (1.52) vs CDGRX (0.11). CDGRX was incepted earlier than VIMAX: CDGRX (15 years) vs VIMAX (24 years). CDGRX (2.13) is less costly to investors than VIMAX (0.05). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VIMAX (16.00). 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 : 12.16 vs. CDGRX (-9.18). VIMAX return over 5 years is better than : 65.98 vs. CDGRX (18.91).
| CDGRX | VIMAX | CDGRX / VIMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 2.13 | 0.05 | 4,260% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.687 | 6.537 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 192B | 0% |
| Annual Yield % from dividends | 0.11 | 1.52 | 7% |
| Returns for 1 year | -9.18 | 12.16 | -76% |
| Returns for 3 years | 10.99 | 41.99 | 26% |
| Returns for 5 years | 18.91 | 65.98 | 29% |
| Returns for 10 years | -13.63 | 122.94 | -11% |
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