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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$12.77
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets30.01M
Vanguard Extended Market Index Investor
Price$158.83
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets81.53B
CDIVX vs VEXMX Comparison Chart in %
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CDIVX vs. VEXMX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. CDIVX (30M). VEXMX pays higher dividends than CDIVX: VEXMX (0.95) vs CDIVX (0.26). CDIVX was incepted earlier than VEXMX: CDIVX (13 years) vs VEXMX (38 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 : 17.02 vs. CDIVX (-7.35). VEXMX return over 5 years is better than : 63.75 vs. CDIVX (20.70).
| 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 | 13 years | 38 years | - |
| Gain YTD | 5.970 | 10.284 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30M | 81.5B | 0% |
| Annual Yield % from dividends | 0.26 | 0.95 | 27% |
| Returns for 1 year | -7.35 | 17.02 | -43% |
| Returns for 3 years | 12.48 | 52.09 | 24% |
| Returns for 5 years | 20.70 | 63.75 | 32% |
| Returns for 10 years | -4.01 | 149.99 | -3% |
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