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CDCRX vs VMCIX
CDCRX vs VMCIX Comparison
Open Charts CDCRX vs VMCIX
Copeland Dividend Growth Fund
Price$11.88
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets29.53M
Vanguard Mid Cap Index Institutional
Price$80.02
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
CDCRX vs VMCIX Comparison Chart in %
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CDCRX vs. VMCIX commentary
Sep 29, 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 CDCRX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. CDCRX (29.5M). VMCIX pays higher dividends than CDCRX: VMCIX (1.47) vs CDCRX (0.00). CDCRX was incepted earlier than VMCIX: CDCRX (14 years) vs VMCIX (27 years). CDCRX (2.89) is less costly to investors than VMCIX (0.04). CDCRX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). CDCRX has a lower initial minimum investment than VMCIX: CDCRX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. CDCRX (-9.93). VMCIX return over 5 years is better than : 70.96 vs. CDCRX (13.90).
| CDCRX | VMCIX | CDCRX / VMCIX | |
| Total Expense Ratio | 1.95 | 0.04 | 4,875% |
| Annual Report Gross Expense Ratio | 2.89 | 0.04 | 7,225% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 5.413 | 10.886 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | -9.93 | 11.61 | -86% |
| Returns for 3 years | 16.02 | 55.86 | 29% |
| Returns for 5 years | 13.90 | 70.96 | 20% |
| Returns for 10 years | -10.81 | 161.14 | -7% |
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