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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$12.42
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets36.2M
Vanguard Mid Cap Index Institutional
Price$75.96
Change+$0.95 (+1.27%)
VolumeN/A
Net Assets176.87B
CDIVX vs VMCIX Comparison Chart
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CDIVX vs. VMCIX commentary
Jan 31, 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: 177B vs. CDIVX (36.2M). VMCIX pays higher dividends than CDIVX: VMCIX (1.50) vs CDIVX (0.35). CDIVX was incepted earlier than VMCIX: CDIVX (12 years) vs VMCIX (27 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VMCIX (13.00). 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 : 19.97 vs. CDIVX (-0.23). VMCIX return over 5 years is better than : 55.95 vs. CDIVX (5.51).
| CDIVX | VMCIX | CDIVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.073 | 3.878 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 177B | 0% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | -0.23 | 19.97 | -1% |
| Returns for 3 years | -1.70 | 17.55 | -10% |
| Returns for 5 years | 5.51 | 55.95 | 10% |
| Returns for 10 years | -11.96 | 128.79 | -9% |
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