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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$12.29
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets30.22M
Vanguard Mid Cap Index Institutional
Price$74.98
Change+$0.54 (+0.73%)
VolumeN/A
Net Assets185.28B
CDIVX vs VMCIX Comparison Chart
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CDIVX 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 CDIVX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDIVX (30.2M). VMCIX pays higher dividends than CDIVX: VMCIX (1.53) vs CDIVX (0.27). CDIVX was incepted earlier than VMCIX: CDIVX (12 years) vs VMCIX (27 years). CDIVX (1.99) is less costly to investors than VMCIX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). CDIVX has a lower initial minimum investment than VMCIX: CDIVX (25000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 12.17 vs. CDIVX (-5.25). VMCIX return over 5 years is better than : 59.63 vs. CDIVX (16.95).
| CDIVX | VMCIX | CDIVX / VMCIX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 4,975% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 1.161 | 3.153 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 185B | 0% |
| Annual Yield % from dividends | 0.27 | 1.53 | 18% |
| Returns for 1 year | -5.25 | 12.17 | -43% |
| Returns for 3 years | 1.91 | 23.74 | 8% |
| Returns for 5 years | 16.95 | 59.63 | 28% |
| Returns for 10 years | -13.69 | 116.83 | -12% |
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