Interact to see
Advertisement
Advertisement
CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.93
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
CDGRX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VMCIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. CDGRX (30.1M). VMCIX pays higher dividends than CDGRX: VMCIX (1.50) 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 : 14.33 vs. CDGRX (-5.93). VMCIX return over 5 years is better than : 62.28 vs. CDGRX (18.40).
| 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 | 5.293 | 8.308 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 197B | 0% |
| Annual Yield % from dividends | 0.11 | 1.50 | 7% |
| Returns for 1 year | -5.93 | 14.33 | -41% |
| Returns for 3 years | 2.15 | 26.45 | 8% |
| Returns for 5 years | 18.40 | 62.28 | 30% |
| Returns for 10 years | -10.72 | 125.29 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement