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CDIVX vs VSTSX
CDIVX vs VSTSX Comparison
Open Charts CDIVX vs VSTSX
Copeland Dividend Growth Fund
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.8M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.48
Change-$0.16 (-0.06%)
VolumeN/A
Net Assets1.72T
CDIVX vs VSTSX Comparison Chart
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CDIVX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. CDIVX (29.8M). VSTSX pays higher dividends than CDIVX: VSTSX (1.38) vs CDIVX (0.28). CDIVX was incepted earlier than VSTSX: CDIVX (12 years) vs VSTSX (9 years). CDIVX (1.99) is less costly to investors than VSTSX (0.01). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VSTSX (2.00). CDIVX has a lower initial minimum investment than VSTSX: CDIVX (25000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.97 vs. CDIVX (-9.49). VSTSX return over 5 years is better than : 89.31 vs. CDIVX (19.06).
| CDIVX | VSTSX | CDIVX / VSTSX | |
| Total Expense Ratio | 1.05 | 0.01 | 10,500% |
| Annual Report Gross Expense Ratio | 1.99 | 0.01 | 19,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -2.239 | -4.010 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 1.72T | 0% |
| Annual Yield % from dividends | 0.28 | 1.38 | 21% |
| Returns for 1 year | -9.49 | 7.97 | -119% |
| Returns for 3 years | 4.49 | 40.17 | 11% |
| Returns for 5 years | 19.06 | 89.31 | 21% |
| Returns for 10 years | -17.04 | N/A | - |
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