Interact to see
Advertisement
Advertisement
CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$13.04
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index Institutional
Price$79.33
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
CDGRX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VMCIX commentary
Sep 09, 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 Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. CDGRX (30.1M). VMCIX pays higher dividends than CDGRX: VMCIX (1.47) 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 : 15.05 vs. CDGRX (-5.35). VMCIX return over 5 years is better than : 65.06 vs. CDGRX (19.37).
| CDGRX | VMCIX | CDGRX / VMCIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 2.13 | 0.04 | 5,325% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 5.863 | 9.708 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 199B | 0% |
| Annual Yield % from dividends | 0.11 | 1.47 | 7% |
| Returns for 1 year | -5.35 | 15.05 | -36% |
| Returns for 3 years | 11.79 | 41.08 | 29% |
| Returns for 5 years | 19.37 | 65.06 | 30% |
| Returns for 10 years | -4.39 | 141.13 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement