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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.17M
Vanguard Mid Cap Index Institutional
Price$76.00
Change+$0.56 (+0.74%)
VolumeN/A
Net Assets185.28B
CDGRX vs VMCIX Comparison Chart in %
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CDGRX vs. VMCIX commentary
Jun 27, 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 StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDGRX (30.2M). VMCIX pays higher dividends than CDGRX: VMCIX (1.53) vs CDGRX (0.11). CDGRX was incepted earlier than VMCIX: CDGRX (15 years) vs VMCIX (27 years). CDGRX (2.13) is less costly to investors than VMCIX (0.04). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). 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 : 14.07 vs. CDGRX (-6.00). VMCIX return over 5 years is better than : 75.25 vs. CDGRX (21.79).
| CDGRX | VMCIX | CDGRX / VMCIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 5,325% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 1.547 | 4.539 | 34% |
| Front Load | 6% | 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 | 0.11 | 1.53 | 7% |
| Returns for 1 year | -6.00 | 14.07 | -43% |
| Returns for 3 years | 8.62 | 36.59 | 24% |
| Returns for 5 years | 21.79 | 75.25 | 29% |
| Returns for 10 years | -12.13 | 122.15 | -10% |
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