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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$12.72
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets30.29M
Vanguard Extended Market Index Investor
Price$154.44
Change-$1.15 (-0.74%)
VolumeN/A
Net Assets78.9B
CDIVX vs VEXMX Comparison Chart in %
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CDIVX vs. VEXMX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. CDIVX (30.3M). VEXMX pays higher dividends than CDIVX: VEXMX (0.99) vs CDIVX (0.26). CDIVX was incepted earlier than VEXMX: CDIVX (12 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 : 14.36 vs. CDIVX (-6.66). VEXMX return over 5 years is better than : 57.02 vs. CDIVX (18.66).
| 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 | 38 years | - |
| Gain YTD | 6.302 | 8.041 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 78.9B | 0% |
| Annual Yield % from dividends | 0.26 | 0.99 | 27% |
| Returns for 1 year | -6.66 | 14.36 | -46% |
| Returns for 3 years | 8.70 | 41.92 | 21% |
| Returns for 5 years | 18.66 | 57.02 | 33% |
| Returns for 10 years | -5.41 | 144.20 | -4% |
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