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CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.42
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.43M
Vanguard Mid Cap Index Institutional
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets185.28B
CDGRX vs VMCIX Comparison Chart
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CDGRX vs. VMCIX commentary
Jun 07, 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: 185B vs. CDGRX (30.4M). VMCIX pays higher dividends than CDGRX: VMCIX (1.53) vs CDGRX (0.11). CDGRX was incepted earlier than VMCIX: CDGRX (14 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 : 11.84 vs. CDGRX (-5.30). VMCIX return over 5 years is better than : 59.81 vs. CDGRX (16.78).
| 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 | 14 years | 27 years | - |
| Gain YTD | 1.222 | 3.264 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.53 | 7% |
| Returns for 1 year | -5.30 | 11.84 | -45% |
| Returns for 3 years | 2.78 | 25.45 | 11% |
| Returns for 5 years | 16.78 | 59.81 | 28% |
| Returns for 10 years | -13.71 | 116.82 | -12% |
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