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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.28
Change-$0.41 (-3.23%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
CDGRX vs VEXMX Comparison Chart
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CDGRX vs. VEXMX commentary
Dec 19, 2024
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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. CDGRX (37.8M). VEXMX pays higher dividends than CDGRX: VEXMX (1.09) vs CDGRX (0.18). CDGRX was incepted earlier than VEXMX: CDGRX (14 years) vs VEXMX (37 years). CDGRX is a more actively managed with annual turnover of: 35.00 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 : 23.62 vs. CDGRX (1.23). VEXMX return over 5 years is better than : 60.79 vs. CDGRX (8.36).
| CDGRX | VEXMX | CDGRX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | 0.266 | 21.765 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 120B | 0% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | 1.23 | 23.62 | 5% |
| Returns for 3 years | -4.02 | 12.75 | -32% |
| Returns for 5 years | 8.36 | 60.79 | 14% |
| Returns for 10 years | -11.43 | 136.24 | -8% |
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