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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$13.92
Change-$0.06 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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CDIVX vs VMCIX Comparison Chart
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CDIVX vs. VMCIX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. CDIVX (40.2M). VMCIX pays higher dividends than CDIVX: VMCIX (1.50) vs CDIVX (0.35). CDIVX was incepted earlier than VMCIX: CDIVX (12 years) vs VMCIX (26 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 : 25.16 vs. CDIVX (19.23). VMCIX return over 5 years is better than : 56.92 vs. CDIVX (3.41).
| CDIVX | VMCIX | CDIVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 11.717 | 12.579 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | 19.23 | 25.16 | 76% |
| Returns for 3 years | 1.30 | 9.84 | 13% |
| Returns for 5 years | 3.41 | 56.92 | 6% |
| Returns for 10 years | -1.86 | 128.67 | -1% |
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