Interact to see
Advertisement
Advertisement
CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.42
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.43M
Vanguard Extended Market Index Investor
Price$141.46
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets107.69B
CDGRX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VEXMX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. CDGRX (30.4M). VEXMX pays higher dividends than CDGRX: VEXMX (1.08) vs CDGRX (0.11). CDGRX was incepted earlier than VEXMX: CDGRX (14 years) vs VEXMX (37 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 : 10.36 vs. CDGRX (-5.30). VEXMX return over 5 years is better than : 54.38 vs. CDGRX (16.78).
| 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 | 14 years | 37 years | - |
| Gain YTD | 1.222 | -1.820 | -67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 108B | 0% |
| Annual Yield % from dividends | 0.11 | 1.08 | 10% |
| Returns for 1 year | -5.30 | 10.36 | -51% |
| Returns for 3 years | 2.78 | 28.16 | 10% |
| Returns for 5 years | 16.78 | 54.38 | 31% |
| Returns for 10 years | -13.71 | 108.54 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers