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CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$11.87
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets31.07M
Vanguard Mid Cap Index Admiral
Price$324.63
Change+$3.32 (+1.03%)
VolumeN/A
Net Assets181.84B
CDGRX vs VIMAX Comparison Chart
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CDGRX vs. VIMAX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 182B vs. CDGRX (31.1M). VIMAX pays higher dividends than CDGRX: VIMAX (1.59) vs CDGRX (0.12). CDGRX was incepted earlier than VIMAX: CDGRX (14 years) vs VIMAX (23 years). CDGRX (1.95) is less costly to investors than VIMAX (0.05). CDGRX is a more actively managed with annual turnover of: 32.00 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 : 5.79 vs. CDGRX (-10.76). VIMAX return over 5 years is better than : 111.06 vs. CDGRX (26.78).
| CDGRX | VIMAX | CDGRX / VIMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.95 | 0.05 | 3,900% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.397 | -1.639 | 268% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 182B | 0% |
| Annual Yield % from dividends | 0.12 | 1.59 | 7% |
| Returns for 1 year | -10.76 | 5.79 | -186% |
| Returns for 3 years | -9.93 | 9.23 | -108% |
| Returns for 5 years | 26.78 | 111.06 | 24% |
| Returns for 10 years | -20.69 | 105.43 | -20% |
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