Ad is loading...
CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$11.87
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets31.07M
Vanguard Extended Market Index Investor
Price$133.87
Change+$2.28 (+1.73%)
VolumeN/A
Net Assets110.09B
CDGRX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CDGRX vs. VEXMX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. CDGRX (31.1M). 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 : 1.44 vs. CDGRX (-10.76). VEXMX return over 5 years is better than : 110.62 vs. CDGRX (26.78).
| 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 | -4.397 | -8.676 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 110B | 0% |
| Annual Yield % from dividends | 0.12 | 1.15 | 10% |
| Returns for 1 year | -10.76 | 1.44 | -748% |
| Returns for 3 years | -9.93 | 4.48 | -221% |
| Returns for 5 years | 26.78 | 110.62 | 24% |
| Returns for 10 years | -20.69 | 93.89 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...