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CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$10.40
Change-$0.47 (-4.32%)
VolumeN/A
Net Assets31.33M
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
CDCRX vs VMCIX Comparison Chart
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CDCRX vs. VMCIX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. CDCRX (31.3M). VMCIX pays higher dividends than CDCRX: VMCIX (1.60) vs CDCRX (0.00). CDCRX was incepted earlier than VMCIX: CDCRX (13 years) vs VMCIX (27 years). CDCRX (2.69) is less costly to investors than VMCIX (0.04). CDCRX is a more actively managed with annual turnover of: 32.00 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 : 6.65 vs. CDCRX (-11.48). VMCIX return over 5 years is better than : 113.27 vs. CDCRX (20.64).
| CDCRX | VMCIX | CDCRX / VMCIX | |
| Total Expense Ratio | 1.95 | 0.04 | 4,875% |
| Annual Report Gross Expense Ratio | 2.69 | 0.04 | 6,725% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -3.549 | -0.630 | 564% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 182B | 0% |
| Annual Yield % from dividends | 0.00 | 1.60 | - |
| Returns for 1 year | -11.48 | 6.65 | -173% |
| Returns for 3 years | -12.62 | 9.78 | -129% |
| Returns for 5 years | 20.64 | 113.27 | 18% |
| Returns for 10 years | -28.11 | 106.23 | -26% |
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