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CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$10.99
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets29.81M
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
CDCRX vs VMCIX Comparison Chart
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CDCRX vs. VMCIX commentary
May 09, 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 CDCRX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. CDCRX (29.8M). VMCIX pays higher dividends than CDCRX: VMCIX (1.61) vs CDCRX (0.00). CDCRX was incepted earlier than VMCIX: CDCRX (13 years) vs VMCIX (27 years). CDCRX (2.89) is less costly to investors than VMCIX (0.04). CDCRX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). CDCRX has a lower initial minimum investment than VMCIX: CDCRX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 7.11 vs. CDCRX (-10.57). VMCIX return over 5 years is better than : 71.84 vs. CDCRX (10.99).
| CDCRX | VMCIX | CDCRX / VMCIX | |
| Total Expense Ratio | 1.95 | 0.04 | 4,875% |
| Annual Report Gross Expense Ratio | 2.89 | 0.04 | 7,225% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -3.194 | -1.350 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 175B | 0% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -10.57 | 7.11 | -149% |
| Returns for 3 years | -0.46 | 26.22 | -2% |
| Returns for 5 years | 10.99 | 71.84 | 15% |
| Returns for 10 years | -26.08 | 105.02 | -25% |
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