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CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$12.79
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets29.53M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
CDIVX vs VMCPX Comparison Chart in %
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CDIVX vs. VMCPX commentary
Sep 28, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. CDIVX (29.5M). VMCPX pays higher dividends than CDIVX: VMCPX (1.48) vs CDIVX (0.26). CDIVX was incepted earlier than VMCPX: CDIVX (13 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 : 11.61 vs. CDIVX (-8.34). VMCPX return over 5 years is better than : 70.96 vs. CDIVX (21.24).
| 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 | 13 years | 15 years | - |
| Gain YTD | 6.053 | 10.890 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 199B | 0% |
| Annual Yield % from dividends | 0.26 | 1.48 | 17% |
| Returns for 1 year | -8.34 | 11.61 | -72% |
| Returns for 3 years | 20.73 | 55.87 | 37% |
| Returns for 5 years | 21.24 | 70.96 | 30% |
| Returns for 10 years | -0.95 | 161.17 | -1% |
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