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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$11.34
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets28.61M
Vanguard Mid Cap Index Institutional
Price$68.23
Change+$0.76 (+1.13%)
VolumeN/A
Net Assets175.23B
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Apr 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. CDGRX (28.6M). 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 : 3.36 vs. CDGRX (-12.54). VMCIX return over 5 years is better than : 71.16 vs. CDGRX (12.43).
| 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 | -8.795 | -6.505 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 175B | 0% |
| Annual Yield % from dividends | 0.12 | 1.60 | 7% |
| Returns for 1 year | -12.54 | 3.36 | -373% |
| Returns for 3 years | -9.25 | 9.48 | -98% |
| Returns for 5 years | 12.43 | 71.16 | 17% |
| Returns for 10 years | -24.29 | 92.84 | -26% |
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