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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$12.06
Change-$0.40 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
CDIVX vs VMCIX Comparison Chart
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CDIVX vs. VMCIX commentary
Dec 19, 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: 190B vs. CDIVX (37.8M). 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 : 18.84 vs. CDIVX (1.24). VMCIX return over 5 years is better than : 55.78 vs. CDIVX (8.72).
| 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 | 0.260 | 17.828 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 190B | 0% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | 1.24 | 18.84 | 7% |
| Returns for 3 years | -3.89 | 11.37 | -34% |
| Returns for 5 years | 8.72 | 55.78 | 16% |
| Returns for 10 years | -11.31 | 125.56 | -9% |