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CDGRX vs VMCPX
CDGRX vs VMCPX Comparison
Open Charts CDGRX vs VMCPX
Copeland Dividend Growth Fund
Price$12.93
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets30.08M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
CDGRX vs VMCPX Comparison Chart in %
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CDGRX vs. VMCPX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. CDGRX (30.1M). VMCPX pays higher dividends than CDGRX: VMCPX (1.51) 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 : 14.33 vs. CDGRX (-5.93). VMCPX return over 5 years is better than : 62.30 vs. CDGRX (18.40).
| 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 | 5.293 | 8.316 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 197B | 0% |
| Annual Yield % from dividends | 0.11 | 1.51 | 7% |
| Returns for 1 year | -5.93 | 14.33 | -41% |
| Returns for 3 years | 2.15 | 26.46 | 8% |
| Returns for 5 years | 18.40 | 62.30 | 30% |
| Returns for 10 years | -10.72 | 125.31 | -9% |