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CDIVX vs VSEMX
CDIVX vs VSEMX Comparison
Open Charts CDIVX vs VSEMX
Copeland Dividend Growth Fund
Price$14.10
Change-$0.16 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$235.35
Change-$3.07 (-1.29%)
VolumeN/A
CapitalizationN/A
CDIVX vs VSEMX Comparison Chart
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CDIVX vs. VSEMX commentary
Nov 18, 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 Sell and VSEMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. CDIVX (39M). VSEMX pays higher dividends than CDIVX: VSEMX (1.23) vs CDIVX (0.35). CDIVX was incepted earlier than VSEMX: CDIVX (12 years) vs VSEMX (8 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VSEMX (11.00). CDIVX has a lower initial minimum investment than VSEMX: CDIVX (25000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 33.96 vs. CDIVX (18.95). VSEMX return over 5 years is better than : 61.08 vs. CDIVX (2.95).
| CDIVX | VSEMX | CDIVX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 13.162 | 17.719 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 107B | 0% |
| Annual Yield % from dividends | 0.35 | 1.23 | 28% |
| Returns for 1 year | 18.95 | 33.96 | 56% |
| Returns for 3 years | -4.75 | -2.28 | 208% |
| Returns for 5 years | 2.95 | 61.08 | 5% |
| Returns for 10 years | -2.61 | N/A | - |
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