Ad is loading...
CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$13.92
Change-$0.06 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CDIVX vs VMCPX Comparison Chart
Loading...
CDIVX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. CDIVX (40.2M). VMCPX pays higher dividends than CDIVX: VMCPX (1.51) vs CDIVX (0.35). CDIVX was incepted earlier than VMCPX: CDIVX (12 years) vs VMCPX (14 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VMCPX (13.00). CDIVX has a lower initial minimum investment than VMCPX: CDIVX (25000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 25.17 vs. CDIVX (19.23). VMCPX return over 5 years is better than : 56.93 vs. CDIVX (3.41).
| CDIVX | VMCPX | CDIVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 11.717 | 12.593 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 172B | 0% |
| Annual Yield % from dividends | 0.35 | 1.51 | 23% |
| Returns for 1 year | 19.23 | 25.17 | 76% |
| Returns for 3 years | 1.30 | 9.85 | 13% |
| Returns for 5 years | 3.41 | 56.93 | 6% |
| Returns for 10 years | -1.86 | 128.75 | -1% |