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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$11.65
Change+$0.12 (+1.04%)
VolumeN/A
Net Assets31.07M
Vanguard Extended Market Index Investor
Price$131.59
Change+$0.70 (+0.53%)
VolumeN/A
Net Assets110.09B
CDIVX vs VEXMX Comparison Chart
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CDIVX vs. VEXMX commentary
Apr 03, 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: 110B vs. CDIVX (31.1M). 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 : -0.59 vs. CDIVX (-12.20). VEXMX return over 5 years is better than : 103.83 vs. CDIVX (25.48).
| 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 | -4.726 | -9.162 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 110B | 0% |
| Annual Yield % from dividends | 0.28 | 1.15 | 25% |
| Returns for 1 year | -12.20 | -0.59 | 2,062% |
| Returns for 3 years | -10.15 | 3.93 | -258% |
| Returns for 5 years | 25.48 | 103.83 | 25% |
| Returns for 10 years | -20.91 | 92.86 | -23% |
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