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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.73
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets30.01M
Vanguard Extended Market Index Investor
Price$150.70
Change+$1.73 (+1.16%)
VolumeN/A
Net Assets112.9B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Jul 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 StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. CDGRX (30M). VEXMX pays higher dividends than CDGRX: VEXMX (1.01) 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 : 10.17 vs. CDGRX (-9.18). VEXMX return over 5 years is better than : 61.07 vs. CDGRX (18.91).
| 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 | 2.687 | 3.444 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 113B | 0% |
| Annual Yield % from dividends | 0.11 | 1.01 | 11% |
| Returns for 1 year | -9.18 | 10.17 | -90% |
| Returns for 3 years | 10.99 | 47.80 | 23% |
| Returns for 5 years | 18.91 | 61.07 | 31% |
| Returns for 10 years | -13.63 | 119.31 | -11% |
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