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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.48
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets36.32M
Vanguard Mid Cap Index Institutional
Price$74.90
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. CDGRX (36.3M). 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 : 20.83 vs. CDGRX (0.19). VMCIX return over 5 years is better than : 50.73 vs. CDGRX (2.00).
| 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 | 1.629 | 3.725 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 177B | 0% |
| Annual Yield % from dividends | 0.18 | 1.50 | 12% |
| Returns for 1 year | 0.19 | 20.83 | 1% |
| Returns for 3 years | -3.88 | 15.31 | -25% |
| Returns for 5 years | 2.00 | 50.73 | 4% |
| Returns for 10 years | -12.36 | 130.46 | -9% |