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CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$13.12
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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CDCRX vs VMCIX Comparison Chart
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CDCRX vs. VMCIX commentary
Sep 21, 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: 172B vs. CDCRX (40.2M). VMCIX pays higher dividends than CDCRX: VMCIX (1.50) vs CDCRX (0.00). CDCRX was incepted earlier than VMCIX: CDCRX (13 years) vs VMCIX (26 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 : 25.16 vs. CDCRX (17.99). VMCIX return over 5 years is better than : 56.92 vs. CDCRX (-2.45).
| CDCRX | VMCIX | CDCRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 10.998 | 12.579 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 17.99 | 25.16 | 71% |
| Returns for 3 years | -2.31 | 9.84 | -23% |
| Returns for 5 years | -2.45 | 56.92 | -4% |
| Returns for 10 years | -10.99 | 128.67 | -9% |
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