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CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$11.13
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets33.62M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
CDCRX vs VMCIX Comparison Chart
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CDCRX vs. VMCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDCRX (33.6M). 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 : 16.26 vs. CDCRX (-8.70). VMCIX return over 5 years is better than : 51.35 vs. CDCRX (-7.63).
| CDCRX | VMCIX | CDCRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -1.242 | 4.459 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -8.70 | 16.26 | -53% |
| Returns for 3 years | -5.68 | 22.01 | -26% |
| Returns for 5 years | -7.63 | 51.35 | -15% |
| Returns for 10 years | -27.06 | 118.45 | -23% |
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