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CDIVX vs VMCPX
CDIVX vs VMCPX Comparison
Open Charts CDIVX vs VMCPX
Copeland Dividend Growth Fund
Price$12.59
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets30.89M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
CDIVX vs VMCPX Comparison Chart in %
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CDIVX vs. VMCPX commentary
Jul 07, 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 (30.9M). 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 : 17.65 vs. CDIVX (-4.16). VMCPX return over 5 years is better than : 73.80 vs. CDIVX (23.12).
| 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 | 4.395 | 7.631 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 185B | 0% |
| Annual Yield % from dividends | 0.26 | 1.54 | 17% |
| Returns for 1 year | -4.16 | 17.65 | -24% |
| Returns for 3 years | 13.06 | 43.14 | 30% |
| Returns for 5 years | 23.12 | 73.80 | 31% |
| Returns for 10 years | -10.39 | 127.62 | -8% |
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