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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$11.15
Change-$0.50 (-4.29%)
VolumeN/A
Net Assets31.33M
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
CDIVX vs VMCIX Comparison Chart
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CDIVX vs. VMCIX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. CDIVX (31.3M). VMCIX pays higher dividends than CDIVX: VMCIX (1.60) vs CDIVX (0.28). CDIVX was incepted earlier than VMCIX: CDIVX (12 years) vs VMCIX (27 years). CDIVX (1.75) is less costly to investors than VMCIX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 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 : 6.65 vs. CDIVX (-9.94). VMCIX return over 5 years is better than : 113.27 vs. CDIVX (28.46).
| CDIVX | VMCIX | CDIVX / VMCIX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.75 | 0.04 | 4,375% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -3.400 | -0.630 | 540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 182B | 0% |
| Annual Yield % from dividends | 0.28 | 1.60 | 18% |
| Returns for 1 year | -9.94 | 6.65 | -150% |
| Returns for 3 years | -9.11 | 9.78 | -93% |
| Returns for 5 years | 28.46 | 113.27 | 25% |
| Returns for 10 years | -20.17 | 106.23 | -19% |
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