Interact to see
Advertisement
Advertisement
CDGRX vs VMCIX
CDGRX vs VMCIX Comparison
Open Charts CDGRX vs VMCIX
Copeland Dividend Growth Fund
Price$12.37
Change-$0.17 (-1.36%)
VolumeN/A
Net Assets30M
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
CDGRX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VMCIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDGRX (30M). VMCIX pays higher dividends than CDGRX: VMCIX (1.53) vs CDGRX (0.11). CDGRX was incepted earlier than VMCIX: CDGRX (14 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 : 11.61 vs. CDGRX (-6.68). VMCIX return over 5 years is better than : 69.71 vs. CDGRX (20.01).
| 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 | 14 years | 27 years | - |
| Gain YTD | 0.733 | 2.779 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.53 | 7% |
| Returns for 1 year | -6.68 | 11.61 | -58% |
| Returns for 3 years | 11.70 | 39.17 | 30% |
| Returns for 5 years | 20.01 | 69.71 | 29% |
| Returns for 10 years | -14.82 | 114.21 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GIDWX | 17.13 | -0.15 | -0.87% |
| Goldman Sachs US Eq Div and Premium R6 | |||
| RSINX | 15.99 | -0.17 | -1.05% |
| Victory RS Investors A | |||
| VLCAX | 139.10 | -1.56 | -1.11% |
| Vanguard Large Cap Index Admiral | |||
| STITX | 7.73 | -0.11 | -1.40% |
| Virtus SGA International Growth I | |||
| DBMAX | 27.52 | -0.43 | -1.54% |
| BNY Mellon Sm/Md Cp Gr A | |||