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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$11.87
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets31.07M
Vanguard Mid Cap Index Institutional
Price$71.71
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Apr 03, 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 CDGRX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. CDGRX (31.1M). VMCIX pays higher dividends than CDGRX: VMCIX (1.60) vs CDGRX (0.12). CDGRX was incepted earlier than VMCIX: CDGRX (14 years) vs VMCIX (27 years). CDGRX (1.95) is less costly to investors than VMCIX (0.04). CDGRX is a more actively managed with annual turnover of: 32.00 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 : 5.80 vs. CDGRX (-10.76). VMCIX return over 5 years is better than : 111.10 vs. CDGRX (26.78).
| CDGRX | VMCIX | CDGRX / VMCIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.95 | 0.04 | 4,875% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -4.397 | -1.641 | 268% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 182B | 0% |
| Annual Yield % from dividends | 0.12 | 1.60 | 7% |
| Returns for 1 year | -10.76 | 5.80 | -186% |
| Returns for 3 years | -9.93 | 9.24 | -107% |
| Returns for 5 years | 26.78 | 111.10 | 24% |
| Returns for 10 years | -20.69 | 105.46 | -20% |
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