Interact to see
Advertisement
Advertisement
CDGRX vs VMCPX
CDGRX vs VMCPX Comparison
Open Charts CDGRX vs VMCPX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| CDGRX | VMCPX | CDGRX / VMCPX | |
| Total Expense Ratio | 1.20 | 0.03 | 4,000% |
| Annual Report Gross Expense Ratio | 2.13 | 0.03 | 7,100% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 4.397 | 7.631 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 185B | 0% |
| Annual Yield % from dividends | 0.11 | 1.54 | 7% |
| Returns for 1 year | -4.08 | 17.65 | -23% |
| Returns for 3 years | 12.94 | 43.14 | 30% |
| Returns for 5 years | 22.96 | 73.80 | 31% |
| Returns for 10 years | -10.40 | 127.62 | -8% |