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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets33.62M
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
CDGRX vs VEXMX Comparison Chart
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CDGRX vs. VEXMX commentary
Feb 23, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. CDGRX (33.6M). VEXMX pays higher dividends than CDGRX: VEXMX (1.09) vs CDGRX (0.18). CDGRX was incepted earlier than VEXMX: CDGRX (14 years) vs VEXMX (37 years). CDGRX is a more actively managed with annual turnover of: 35.00 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 : 14.28 vs. CDGRX (-7.09). VEXMX return over 5 years is better than : 47.20 vs. CDGRX (-1.89).
| CDGRX | VEXMX | CDGRX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 37 years | - |
| Gain YTD | -1.140 | 0.319 | -357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 117B | 0% |
| Annual Yield % from dividends | 0.18 | 1.09 | 16% |
| Returns for 1 year | -7.09 | 14.28 | -50% |
| Returns for 3 years | -1.94 | 21.08 | -9% |
| Returns for 5 years | -1.89 | 47.20 | -4% |
| Returns for 10 years | -19.00 | 115.28 | -16% |
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