Interact to see
Advertisement
Advertisement
CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$12.42
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.43M
Vanguard Mid Cap Index Admiral
Price$336.99
Change-$0.36 (-0.11%)
VolumeN/A
Net Assets185.28B
CDGRX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VIMAX commentary
Jun 07, 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 Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. CDGRX (30.4M). VIMAX pays higher dividends than CDGRX: VIMAX (1.52) vs CDGRX (0.11). CDGRX was incepted earlier than VIMAX: CDGRX (14 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 : 11.84 vs. CDGRX (-5.30). VIMAX return over 5 years is better than : 59.82 vs. CDGRX (16.78).
| 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 | 14 years | 24 years | - |
| Gain YTD | 1.222 | 3.271 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.52 | 7% |
| Returns for 1 year | -5.30 | 11.84 | -45% |
| Returns for 3 years | 2.78 | 25.45 | 11% |
| Returns for 5 years | 16.78 | 59.82 | 28% |
| Returns for 10 years | -13.71 | 116.82 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers