Interact to see
Advertisement
Advertisement
CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$11.44
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets30.22M
Vanguard Mid Cap Index Institutional
Price$74.98
Change+$0.54 (+0.73%)
VolumeN/A
Net Assets185.28B
CDCRX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDCRX vs. VMCIX commentary
Jun 07, 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: 185B vs. CDCRX (30.2M). VMCIX pays higher dividends than CDCRX: VMCIX (1.53) 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 : 12.17 vs. CDCRX (-6.81). VMCIX return over 5 years is better than : 59.63 vs. CDCRX (9.86).
| 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 | 0.799 | 3.153 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -6.81 | 12.17 | -56% |
| Returns for 3 years | -2.07 | 23.74 | -9% |
| Returns for 5 years | 9.86 | 59.63 | 17% |
| Returns for 10 years | -22.30 | 116.83 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement