CDGRX
Price
$12.54
Change
+$0.07 (+0.56%)
Updated
Jun 26 closing price
Net Assets
30.17M
VEXMX
Price
$145.36
Change
+$1.62 (+1.13%)
Updated
Jun 26 closing price
Net Assets
107.69B
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CDGRX vs VEXMX

Header iconCDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMXBanner chart's image
Copeland Dividend Growth Fund
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets30.17M
Vanguard Extended Market Index Investor
Price$145.36
Change+$1.62 (+1.13%)
VolumeN/A
Net Assets107.69B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Jun 27, 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 StrongBuy and VEXMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. CDGRX (30.2M). VEXMX pays higher dividends than CDGRX: VEXMX (1.08) 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 : 13.40 vs. CDGRX (-6.00). VEXMX return over 5 years is better than : 68.01 vs. CDGRX (21.79).
CDGRXVEXMXCDGRX / VEXMX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio2.130.191,121%
Fund Existence15 years38 years-
Gain YTD1.547-0.244-634%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2M108B0%
Annual Yield % from dividends0.111.0810%
Returns for 1 year-6.0013.40-45%
Returns for 3 years8.6239.3222%
Returns for 5 years21.7968.0132%
Returns for 10 years-12.13114.20-11%
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