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CDIVX vs VFINX
CDIVX vs VFINX Comparison
Open Charts CDIVX vs VFINX
Copeland Dividend Growth Fund
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.8M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
CDIVX vs VFINX Comparison Chart
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CDIVX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. CDIVX (29.8M). VFINX pays higher dividends than CDIVX: VFINX (1.25) vs CDIVX (0.28). CDIVX was incepted earlier than VFINX: CDIVX (12 years) vs VFINX (49 years). CDIVX (1.99) is less costly to investors than VFINX (0.14). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CDIVX: VFINX (0) vs CDIVX (25000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. CDIVX (-9.49). VFINX return over 5 years is better than : 93.15 vs. CDIVX (19.06).
| CDIVX | VFINX | CDIVX / VFINX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.99 | 0.14 | 1,421% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | -2.239 | -3.683 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 1.34T | 0% |
| Annual Yield % from dividends | 0.28 | 1.25 | 23% |
| 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 | 169.87 | -10% |
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