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CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$14.10
Change-$0.16 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
CDIVX vs VMCPX Comparison Chart
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CDIVX vs. VMCPX commentary
Nov 18, 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 Sell and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CDIVX (39M). 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 : 28.30 vs. CDIVX (18.95). VMCPX return over 5 years is better than : 59.06 vs. CDIVX (2.95).
| 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 | 13.162 | 17.350 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 175B | 0% |
| Annual Yield % from dividends | 0.35 | 1.51 | 23% |
| Returns for 1 year | 18.95 | 28.30 | 67% |
| Returns for 3 years | -4.75 | 5.05 | -94% |
| Returns for 5 years | 2.95 | 59.06 | 5% |
| Returns for 10 years | -2.61 | 128.12 | -2% |
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