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CDGRX vs VSEMX
CDGRX vs VSEMX Comparison
Open Charts CDGRX vs VSEMX
Copeland Dividend Growth Fund
Price$13.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$207.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CDGRX vs VSEMX Comparison Chart
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CDGRX vs. VSEMX commentary
Sep 16, 2024
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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. CDGRX (39.8M). VSEMX pays higher dividends than CDGRX: VSEMX (1.23) vs CDGRX (0.18). CDGRX was incepted earlier than VSEMX: CDGRX (14 years) vs VSEMX (8 years). CDGRX is a more actively managed with annual turnover of: 35.00 vs. VSEMX (11.00). CDGRX has a lower initial minimum investment than VSEMX: CDGRX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 19.01 vs. CDGRX (14.39). VSEMX return over 5 years is better than : 51.44 vs. CDGRX (2.53).
| CDGRX | VSEMX | CDGRX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 10.734 | 8.081 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.8M | 107B | 0% |
| Annual Yield % from dividends | 0.18 | 1.23 | 14% |
| Returns for 1 year | 14.39 | 19.01 | 76% |
| Returns for 3 years | -1.18 | -3.67 | 32% |
| Returns for 5 years | 2.53 | 51.44 | 5% |
| Returns for 10 years | -5.03 | N/A | - |
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