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CDIVX vs VMCIX
CDIVX vs VMCIX Comparison
Open Charts CDIVX vs VMCIX
Copeland Dividend Growth Fund
Price$12.15
Change-$0.17 (-1.38%)
VolumeN/A
Net Assets30M
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
CDIVX vs VMCIX Comparison Chart
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CDIVX vs. VMCIX commentary
Jun 16, 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 CDIVX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. CDIVX (30M). VMCIX pays higher dividends than CDIVX: VMCIX (1.53) vs CDIVX (0.27). CDIVX was incepted earlier than VMCIX: CDIVX (12 years) vs VMCIX (27 years). CDIVX (1.99) is less costly to investors than VMCIX (0.04). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VMCIX (16.00). CDIVX has a lower initial minimum investment than VMCIX: CDIVX (25000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. CDIVX (-6.80). VMCIX return over 5 years is better than : 69.71 vs. CDIVX (20.32).
| CDIVX | VMCIX | CDIVX / VMCIX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.99 | 0.04 | 4,975% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 0.746 | 2.779 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 185B | 0% |
| Annual Yield % from dividends | 0.27 | 1.53 | 18% |
| Returns for 1 year | -6.80 | 11.61 | -59% |
| Returns for 3 years | 11.78 | 39.17 | 30% |
| Returns for 5 years | 20.32 | 69.71 | 29% |
| Returns for 10 years | -14.79 | 114.21 | -13% |
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