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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$11.96
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets32.93M
Vanguard Extended Market Index Investor
Price$142.61
Change+$1.90 (+1.35%)
VolumeN/A
Net Assets116.7B
CDIVX vs VEXMX Comparison Chart
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CDIVX vs. VEXMX commentary
Mar 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 CDIVX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. CDIVX (32.9M). VEXMX pays higher dividends than CDIVX: VEXMX (1.09) vs CDIVX (0.35). CDIVX was incepted earlier than VEXMX: CDIVX (12 years) vs VEXMX (37 years). CDIVX is a more actively managed with annual turnover of: 35.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than CDIVX: VEXMX (3000) vs CDIVX (25000). VEXMX annual gain was more profitable for investors over the last year : 11.55 vs. CDIVX (-7.99). VEXMX return over 5 years is better than : 65.40 vs. CDIVX (10.30).
| CDIVX | VEXMX | CDIVX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | -1.990 | -0.971 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 117B | 0% |
| Annual Yield % from dividends | 0.35 | 1.09 | 32% |
| Returns for 1 year | -7.99 | 11.55 | -69% |
| Returns for 3 years | -3.41 | 15.22 | -22% |
| Returns for 5 years | 10.30 | 65.40 | 16% |
| Returns for 10 years | -19.06 | 111.54 | -17% |
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