CDCRX
Price
$11.28
Change
-$0.37 (-3.18%)
Updated
Dec 18 closing price
VMCIX
Price
$72.33
Change
-$2.50 (-3.34%)
Updated
Dec 18 closing price
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CDCRX vs VMCIX

Header iconCDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIXBanner chart's image
Copeland Dividend Growth Fund
Price$11.28
Change-$0.37 (-3.18%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
CDCRX vs VMCIX Comparison Chart
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CDCRX vs. VMCIX commentary
Dec 19, 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 CDCRX is a Buy and VMCIX is a Buy.

FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. CDCRX (37.8M). VMCIX pays higher dividends than CDCRX: VMCIX (1.50) vs CDCRX (0.00). CDCRX was incepted earlier than VMCIX: CDCRX (13 years) vs VMCIX (27 years). CDCRX is a more actively managed with annual turnover of: 35.00 vs. VMCIX (13.00). 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 : 18.84 vs. CDCRX (-0.51). VMCIX return over 5 years is better than : 55.78 vs. CDCRX (2.10).
CDCRXVMCIXCDCRX / VMCIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years27 years-
Gain YTD-1.43817.828-8%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets37.8M190B0%
Annual Yield % from dividends0.001.50-
Returns for 1 year-0.5118.84-3%
Returns for 3 years-7.6911.37-68%
Returns for 5 years2.1055.784%
Returns for 10 years-20.21125.56-16%
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