CDGRX
Price
$12.89
Change
+$0.08 (+0.62%)
Updated
Jul 25 closing price
Net Assets
30.29M
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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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$12.89
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets30.29M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
CDGRX vs VMCPX Comparison Chart in %
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CDGRX vs. VMCPX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. CDGRX (30.3M). 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 : 17.91 vs. CDGRX (-4.70). VMCPX return over 5 years is better than : 70.93 vs. CDGRX (21.44).
CDGRXVMCPXCDGRX / VMCPX
Total Expense Ratio1.200.034,000%
Annual Report Gross Expense Ratio2.130.037,100%
Fund Existence15 years15 years-
Gain YTD4.9679.83151%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.3M192B0%
Annual Yield % from dividends0.111.547%
Returns for 1 year-4.7017.91-26%
Returns for 3 years9.7342.1323%
Returns for 5 years21.4470.9330%
Returns for 10 years-10.88132.70-8%
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