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CDIVX vs VFIAX
CDIVX vs VFIAX Comparison
Open Charts CDIVX vs VFIAX
Copeland Dividend Growth Fund
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.8M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
CDIVX vs VFIAX Comparison Chart
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CDIVX vs. VFIAX commentary
May 11, 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 CDIVX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. CDIVX (29.8M). VFIAX pays higher dividends than CDIVX: VFIAX (1.36) vs CDIVX (0.28). CDIVX was incepted earlier than VFIAX: CDIVX (12 years) vs VFIAX (25 years). CDIVX (1.99) is less costly to investors than VFIAX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than CDIVX: VFIAX (3000) vs CDIVX (25000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. CDIVX (-9.49). VFIAX return over 5 years is better than : 93.15 vs. CDIVX (19.06).
| CDIVX | VFIAX | CDIVX / VFIAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 4,975% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -2.239 | -3.675 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 1.34T | 0% |
| Annual Yield % from dividends | 0.28 | 1.36 | 21% |
| Returns for 1 year | -9.49 | 8.59 | -110% |
| Returns for 3 years | 4.49 | 41.54 | 11% |
| Returns for 5 years | 19.06 | 93.15 | 20% |
| Returns for 10 years | -17.04 | 169.85 | -10% |