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CDGRX vs VIMAX
CDGRX vs VIMAX Comparison
Open Charts CDGRX vs VIMAX
Copeland Dividend Growth Fund
Price$11.34
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets28.61M
Vanguard Mid Cap Index Admiral
Price$308.86
Change+$3.45 (+1.13%)
VolumeN/A
Net Assets175.23B
CDGRX vs VIMAX Comparison Chart
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CDGRX vs. VIMAX commentary
Apr 24, 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: 175B vs. CDGRX (28.6M). 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 : 3.35 vs. CDGRX (-12.54). VIMAX return over 5 years is better than : 71.12 vs. CDGRX (12.43).
| 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 | -8.795 | -6.507 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.59 | 7% |
| Returns for 1 year | -12.54 | 3.35 | -374% |
| Returns for 3 years | -9.25 | 9.47 | -98% |
| Returns for 5 years | 12.43 | 71.12 | 17% |
| Returns for 10 years | -24.29 | 92.81 | -26% |
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