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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.48
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets36.32M
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
CDGRX vs VEXMX Comparison Chart
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CDGRX vs. VEXMX commentary
Jan 19, 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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. CDGRX (36.3M). 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 : 24.91 vs. CDGRX (0.19). VEXMX return over 5 years is better than : 54.44 vs. CDGRX (2.00).
| 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 | 1.629 | 3.981 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 111B | 0% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | 0.19 | 24.91 | 1% |
| Returns for 3 years | -3.88 | 18.20 | -21% |
| Returns for 5 years | 2.00 | 54.44 | 4% |
| Returns for 10 years | -12.36 | 137.82 | -9% |
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