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CDCRX vs VMCPX
CDCRX vs VMCPX Comparison
Open Charts CDCRX vs VMCPX
Copeland Dividend Growth Fund
Price$13.12
Change-$0.05 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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CDCRX vs VMCPX Comparison Chart
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CDCRX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. CDCRX (40.2M). VMCPX pays higher dividends than CDCRX: VMCPX (1.51) vs CDCRX (0.00). CDCRX was incepted earlier than VMCPX: CDCRX (13 years) vs VMCPX (14 years). CDCRX is a more actively managed with annual turnover of: 35.00 vs. VMCPX (13.00). CDCRX has a lower initial minimum investment than VMCPX: CDCRX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 25.17 vs. CDCRX (17.99). VMCPX return over 5 years is better than : 56.93 vs. CDCRX (-2.45).
| CDCRX | VMCPX | CDCRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 10.998 | 12.593 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 17.99 | 25.17 | 71% |
| Returns for 3 years | -2.31 | 9.85 | -23% |
| Returns for 5 years | -2.45 | 56.93 | -4% |
| Returns for 10 years | -10.99 | 128.75 | -9% |