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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets30.05M
Vanguard Extended Market Index Investor
Price$156.21
Change-$1.08 (-0.69%)
VolumeN/A
Net Assets78.9B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Sep 01, 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: 78.9B vs. CDGRX (30.1M). VEXMX pays higher dividends than CDGRX: VEXMX (0.95) 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 : 15.70 vs. CDGRX (-7.20). VEXMX return over 5 years is better than : 55.80 vs. CDGRX (16.98).
| 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 | 5.537 | 8.471 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 78.9B | 0% |
| Annual Yield % from dividends | 0.11 | 0.95 | 11% |
| Returns for 1 year | -7.20 | 15.70 | -46% |
| Returns for 3 years | 9.86 | 45.61 | 22% |
| Returns for 5 years | 16.98 | 55.80 | 30% |
| Returns for 10 years | -2.53 | 153.36 | -2% |
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