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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets33.62M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Feb 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDGRX (33.6M). 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 : 14.06 vs. CDGRX (-7.09). VMCIX return over 5 years is better than : 48.48 vs. CDGRX (-1.89).
| 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 | -1.140 | 2.479 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 185B | 0% |
| Annual Yield % from dividends | 0.18 | 1.50 | 12% |
| Returns for 1 year | -7.09 | 14.06 | -50% |
| Returns for 3 years | -1.94 | 19.70 | -10% |
| Returns for 5 years | -1.89 | 48.48 | -4% |
| Returns for 10 years | -19.00 | 114.31 | -17% |
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