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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$13.07
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets29.68M
Vanguard Extended Market Index Investor
Price$161.12
Change-$0.59 (-0.36%)
VolumeN/A
Net Assets81.53B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Sep 23, 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 CDGRX is a Hold and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. CDGRX (29.7M). VEXMX pays higher dividends than CDGRX: VEXMX (0.95) vs CDGRX (0.11). CDGRX was incepted earlier than VEXMX: CDGRX (15 years) vs VEXMX (38 years). CDGRX (2.13) is less costly to investors than VEXMX (0.19). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VEXMX (11.00). CDGRX has a lower initial minimum investment than VEXMX: CDGRX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 16.33 vs. CDGRX (-7.61). VEXMX return over 5 years is better than : 66.13 vs. CDGRX (22.74).
| CDGRX | VEXMX | CDGRX / VEXMX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 2.13 | 0.19 | 1,121% |
| Fund Existence | 15 years | 38 years | - |
| Gain YTD | 6.189 | 11.881 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 81.5B | 0% |
| Annual Yield % from dividends | 0.11 | 0.95 | 11% |
| Returns for 1 year | -7.61 | 16.33 | -47% |
| Returns for 3 years | 19.03 | 55.72 | 34% |
| Returns for 5 years | 22.74 | 66.13 | 34% |
| Returns for 10 years | -2.92 | 159.08 | -2% |
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