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CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$12.15
Change-$0.17 (-1.38%)
VolumeN/A
Net Assets30M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
CDIVX vs VMCPX Comparison Chart
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CDIVX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CDIVX (30M). VMCPX pays higher dividends than CDIVX: VMCPX (1.54) vs CDIVX (0.27). CDIVX was incepted earlier than VMCPX: CDIVX (12 years) vs VMCPX (15 years). CDIVX (1.99) is less costly to investors than VMCPX (0.03). CDIVX is a more actively managed with annual turnover of: 32.00 vs. VMCPX (16.00). CDIVX has a lower initial minimum investment than VMCPX: CDIVX (25000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. CDIVX (-6.80). VMCPX return over 5 years is better than : 69.72 vs. CDIVX (20.32).
| CDIVX | VMCPX | CDIVX / VMCPX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.99 | 0.03 | 6,633% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 0.746 | 2.781 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 185B | 0% |
| Annual Yield % from dividends | 0.27 | 1.54 | 18% |
| Returns for 1 year | -6.80 | 11.60 | -59% |
| Returns for 3 years | 11.78 | 39.16 | 30% |
| Returns for 5 years | 20.32 | 69.72 | 29% |
| Returns for 10 years | -14.79 | 114.26 | -13% |
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