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CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$12.66
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.29M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
CDIVX vs VMCPX Comparison Chart in %
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CDIVX 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 CDIVX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. CDIVX (30.3M). VMCPX pays higher dividends than CDIVX: VMCPX (1.54) vs CDIVX (0.26). 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 : 17.91 vs. CDIVX (-4.78). VMCPX return over 5 years is better than : 70.93 vs. CDIVX (21.70).
| 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 | 4.975 | 9.831 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 192B | 0% |
| Annual Yield % from dividends | 0.26 | 1.54 | 17% |
| Returns for 1 year | -4.78 | 17.91 | -27% |
| Returns for 3 years | 9.81 | 42.13 | 23% |
| Returns for 5 years | 21.70 | 70.93 | 31% |
| Returns for 10 years | -10.86 | 132.70 | -8% |
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