CDGRX
Price
$12.82
Change
+$0.09 (+0.71%)
Updated
Jul 3 closing price
Net Assets
30.89M
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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CDGRX vs VMCPX

Header iconCDGRX vs VMCPX Comparison
Open Charts CDGRX vs VMCPXBanner chart's image
Copeland Dividend Growth Fund
Price$12.82
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
CDGRX vs VMCPX Comparison Chart in %
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CDGRX vs. VMCPX commentary
Jul 07, 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 VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CDGRX (30.9M). VMCPX pays higher dividends than CDGRX: VMCPX (1.54) vs CDGRX (0.11). CDGRX was incepted earlier than VMCPX: CDGRX (15 years) vs VMCPX (15 years). CDGRX (2.13) is less costly to investors than VMCPX (0.03). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VMCPX (16.00). CDGRX has a lower initial minimum investment than VMCPX: CDGRX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. CDGRX (-4.08). VMCPX return over 5 years is better than : 73.80 vs. CDGRX (22.96).
CDGRXVMCPXCDGRX / VMCPX
Total Expense Ratio1.200.034,000%
Annual Report Gross Expense Ratio2.130.037,100%
Fund Existence15 years15 years-
Gain YTD4.3977.63158%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9M185B0%
Annual Yield % from dividends0.111.547%
Returns for 1 year-4.0817.65-23%
Returns for 3 years12.9443.1430%
Returns for 5 years22.9673.8031%
Returns for 10 years-10.40127.62-8%
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