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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$14.10
Change-$0.16 (-1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.53
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
CDIVX vs VEXMX Comparison Chart
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CDIVX vs. VEXMX commentary
Nov 18, 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 CDIVX is a Sell and VEXMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. CDIVX (39M). 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 : 33.88 vs. CDIVX (18.95). VEXMX return over 5 years is better than : 60.77 vs. CDIVX (2.95).
| 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 | 13.162 | 17.654 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 107B | 0% |
| Annual Yield % from dividends | 0.35 | 1.09 | 32% |
| Returns for 1 year | 18.95 | 33.88 | 56% |
| Returns for 3 years | -4.75 | -2.38 | 200% |
| Returns for 5 years | 2.95 | 60.77 | 5% |
| Returns for 10 years | -2.61 | 130.82 | -2% |