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CDCRX vs VEXMX
CDCRX vs VEXMX Comparison
Open Charts CDCRX vs VEXMX
Copeland Dividend Growth Fund
Price$10.40
Change-$0.47 (-4.32%)
VolumeN/A
Net Assets31.33M
Vanguard Extended Market Index Investor
Price$124.51
Change-$9.36 (-6.99%)
VolumeN/A
Net Assets110.09B
CDCRX vs VEXMX Comparison Chart
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CDCRX vs. VEXMX commentary
Apr 05, 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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. CDCRX (31.3M). VEXMX pays higher dividends than CDCRX: VEXMX (1.15) vs CDCRX (0.00). CDCRX was incepted earlier than VEXMX: CDCRX (13 years) vs VEXMX (37 years). CDCRX (2.69) 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 : 2.75 vs. CDCRX (-11.48). VEXMX return over 5 years is better than : 114.27 vs. CDCRX (20.64).
| CDCRX | VEXMX | CDCRX / VEXMX | |
| Total Expense Ratio | 1.95 | 0.19 | 1,026% |
| Annual Report Gross Expense Ratio | 2.69 | 0.19 | 1,416% |
| Fund Existence | 13 years | 37 years | - |
| Gain YTD | -3.549 | -7.094 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 110B | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | -11.48 | 2.75 | -418% |
| Returns for 3 years | -12.62 | 5.50 | -229% |
| Returns for 5 years | 20.64 | 114.27 | 18% |
| Returns for 10 years | -28.11 | 96.08 | -29% |
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