CDGRX
Price
$12.82
Change
+$0.09 (+0.71%)
Updated
Jul 3 closing price
Net Assets
30.89M
VMCIX
Price
$77.67
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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CDGRX vs VMCIX

Header iconCDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIXBanner chart's image
Copeland Dividend Growth Fund
Price$12.82
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
CDGRX vs VMCIX Comparison Chart in %
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CDGRX vs. VMCIX commentary
Jul 06, 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 CDGRX is a StrongBuy and VMCIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDGRX (30.9M). VMCIX pays higher dividends than CDGRX: VMCIX (1.53) vs CDGRX (0.11). CDGRX was incepted earlier than VMCIX: CDGRX (15 years) vs VMCIX (27 years). CDGRX (2.13) is less costly to investors than VMCIX (0.04). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). CDGRX has a lower initial minimum investment than VMCIX: CDGRX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. CDGRX (-4.08). VMCIX return over 5 years is better than : 73.80 vs. CDGRX (22.96).
CDGRXVMCIXCDGRX / VMCIX
Total Expense Ratio1.200.043,000%
Annual Report Gross Expense Ratio2.130.045,325%
Fund Existence15 years27 years-
Gain YTD4.3977.62958%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9M185B0%
Annual Yield % from dividends0.111.537%
Returns for 1 year-4.0817.65-23%
Returns for 3 years12.9443.1230%
Returns for 5 years22.9673.8031%
Returns for 10 years-10.40127.60-8%
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