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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.28
Change-$0.41 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Dec 19, 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 CDGRX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. CDGRX (37.8M). VMCIX pays higher dividends than CDGRX: VMCIX (1.50) vs CDGRX (0.18). CDGRX was incepted earlier than VMCIX: CDGRX (14 years) vs VMCIX (27 years). CDGRX is a more actively managed with annual turnover of: 35.00 vs. VMCIX (13.00). CDGRX has a lower initial minimum investment than VMCIX: CDGRX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 18.84 vs. CDGRX (1.23). VMCIX return over 5 years is better than : 55.78 vs. CDGRX (8.36).
| CDGRX | VMCIX | CDGRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.266 | 17.828 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 190B | 0% |
| Annual Yield % from dividends | 0.18 | 1.50 | 12% |
| Returns for 1 year | 1.23 | 18.84 | 7% |
| Returns for 3 years | -4.02 | 11.37 | -35% |
| Returns for 5 years | 8.36 | 55.78 | 15% |
| Returns for 10 years | -11.43 | 125.56 | -9% |