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CDGRX vs VMCPX
CDGRX vs VMCPX Comparison
Open Charts CDGRX vs VMCPX
Copeland Dividend Growth Fund
Price$13.04
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
CDGRX vs VMCPX Comparison Chart in %
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CDGRX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. CDGRX (30.1M). VMCPX pays higher dividends than CDGRX: VMCPX (1.48) 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 : 15.04 vs. CDGRX (-5.35). VMCPX return over 5 years is better than : 65.05 vs. CDGRX (19.37).
| 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 | 5.863 | 9.713 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 199B | 0% |
| Annual Yield % from dividends | 0.11 | 1.48 | 7% |
| Returns for 1 year | -5.35 | 15.04 | -36% |
| Returns for 3 years | 11.79 | 41.08 | 29% |
| Returns for 5 years | 19.37 | 65.05 | 30% |
| Returns for 10 years | -4.39 | 141.17 | -3% |
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