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CDCRX vs VEXMX
CDCRX vs VEXMX Comparison
Open Charts CDCRX vs VEXMX
Copeland Dividend Growth Fund
Price$11.50
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets30.23M
Vanguard Extended Market Index Investor
Price$145.64
Change+$0.28 (+0.19%)
VolumeN/A
Net Assets107.69B
CDCRX vs VEXMX Comparison Chart in %
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CDCRX vs. VEXMX commentary
Jun 29, 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 CDCRX is a StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. CDCRX (30.2M). VEXMX pays higher dividends than CDCRX: VEXMX (1.08) vs CDCRX (0.00). CDCRX was incepted earlier than VEXMX: CDCRX (13 years) vs VEXMX (38 years). CDCRX (2.89) is less costly to investors than VEXMX (0.19). CDCRX is a more actively managed with annual turnover of: 32.00 vs. VEXMX (11.00). CDCRX has a lower initial minimum investment than VEXMX: CDCRX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 13.93 vs. CDCRX (-7.35). VEXMX return over 5 years is better than : 70.00 vs. CDCRX (15.39).
| CDCRX | VEXMX | CDCRX / VEXMX | |
| Total Expense Ratio | 1.95 | 0.19 | 1,026% |
| Annual Report Gross Expense Ratio | 2.89 | 0.19 | 1,521% |
| Fund Existence | 13 years | 38 years | - |
| Gain YTD | 1.775 | 0.937 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 108B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | -7.35 | 13.93 | -53% |
| Returns for 3 years | 6.90 | 43.89 | 16% |
| Returns for 5 years | 15.39 | 70.00 | 22% |
| Returns for 10 years | -20.57 | 115.62 | -18% |
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