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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$11.34
Change+$0.14 (+1.25%)
VolumeN/A
Net Assets28.61M
Vanguard Extended Market Index Investor
Price$125.70
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
CDGRX vs VEXMX Comparison Chart
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CDGRX vs. VEXMX commentary
Apr 24, 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: 101B vs. CDGRX (28.6M). VEXMX pays higher dividends than CDGRX: VEXMX (1.15) vs CDGRX (0.12). CDGRX was incepted earlier than VEXMX: CDGRX (14 years) vs VEXMX (37 years). CDGRX (1.95) 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 : -2.03 vs. CDGRX (-12.54). VEXMX return over 5 years is better than : 66.24 vs. CDGRX (12.43).
| CDGRX | VEXMX | CDGRX / VEXMX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.95 | 0.19 | 1,026% |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | -8.795 | -14.346 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 101B | 0% |
| Annual Yield % from dividends | 0.12 | 1.15 | 10% |
| Returns for 1 year | -12.54 | -2.03 | 616% |
| Returns for 3 years | -9.25 | 6.55 | -141% |
| Returns for 5 years | 12.43 | 66.24 | 19% |
| Returns for 10 years | -24.29 | 79.63 | -31% |