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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$11.13
Change+$0.13 (+1.18%)
VolumeN/A
Net Assets28.61M
Vanguard Extended Market Index Investor
Price$125.70
Change+$2.28 (+1.85%)
VolumeN/A
Net Assets101.44B
CDIVX vs VEXMX Comparison Chart
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CDIVX vs. VEXMX commentary
Apr 25, 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 Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. CDIVX (28.6M). VEXMX pays higher dividends than CDIVX: VEXMX (1.15) vs CDIVX (0.28). CDIVX was incepted earlier than VEXMX: CDIVX (12 years) vs VEXMX (37 years). CDIVX (1.75) is less costly to investors than VEXMX (0.19). CDIVX is a more actively managed with annual turnover of: 32.00 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 : -2.03 vs. CDIVX (-12.61). VEXMX return over 5 years is better than : 66.24 vs. CDIVX (12.65).
| CDIVX | VEXMX | CDIVX / VEXMX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.75 | 0.19 | 921% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | -8.789 | -14.346 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 101B | 0% |
| Annual Yield % from dividends | 0.28 | 1.15 | 25% |
| Returns for 1 year | -12.61 | -2.03 | 620% |
| Returns for 3 years | -9.16 | 6.55 | -140% |
| Returns for 5 years | 12.65 | 66.24 | 19% |
| Returns for 10 years | -24.23 | 79.63 | -30% |
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