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CDIVX vs VIMSX
CDIVX vs VIMSX Comparison
Open Charts CDIVX vs VIMSX
Copeland Dividend Growth Fund
Price$13.92
Change-$0.06 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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CDIVX vs VIMSX Comparison Chart
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CDIVX vs. VIMSX commentary
Sep 21, 2024
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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. CDIVX (40.2M). VIMSX pays higher dividends than CDIVX: VIMSX (1.38) vs CDIVX (0.35). CDIVX was incepted earlier than VIMSX: CDIVX (12 years) vs VIMSX (26 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than CDIVX: VIMSX (3000) vs CDIVX (25000). VIMSX annual gain was more profitable for investors over the last year : 25.11 vs. CDIVX (19.23). VIMSX return over 5 years is better than : 56.75 vs. CDIVX (3.41).
| CDIVX | VIMSX | CDIVX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 11.717 | 12.557 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.35 | 1.38 | 25% |
| Returns for 1 year | 19.23 | 25.11 | 77% |
| Returns for 3 years | 1.30 | 9.82 | 13% |
| Returns for 5 years | 3.41 | 56.75 | 6% |
| Returns for 10 years | -1.86 | 128.21 | -1% |