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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$12.29
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets30.22M
Vanguard Extended Market Index Investor
Price$143.25
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
CDIVX vs VEXMX Comparison Chart
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CDIVX vs. VEXMX commentary
Jun 07, 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: 108B vs. CDIVX (30.2M). VEXMX pays higher dividends than CDIVX: VEXMX (1.08) vs CDIVX (0.27). CDIVX was incepted earlier than VEXMX: CDIVX (12 years) vs VEXMX (37 years). CDIVX (1.99) 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 : 10.82 vs. CDIVX (-5.25). VEXMX return over 5 years is better than : 54.37 vs. CDIVX (16.95).
| CDIVX | VEXMX | CDIVX / VEXMX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.99 | 0.19 | 1,047% |
| Fund Existence | 12 years | 37 years | - |
| Gain YTD | 1.161 | -1.826 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 108B | 0% |
| Annual Yield % from dividends | 0.27 | 1.08 | 25% |
| Returns for 1 year | -5.25 | 10.82 | -49% |
| Returns for 3 years | 1.91 | 26.31 | 7% |
| Returns for 5 years | 16.95 | 54.37 | 31% |
| Returns for 10 years | -13.69 | 108.97 | -13% |
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