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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.24
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets27.53M
Vanguard Extended Market Index Investor
Price$162.27
Change-$2.68 (-1.62%)
VolumeN/A
Net Assets83.38B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Dec 14, 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 CDGRX is a StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.4B vs. CDGRX (27.5M). VEXMX pays higher dividends than CDGRX: VEXMX (0.96) vs CDGRX (0.10). CDGRX was incepted earlier than VEXMX: CDGRX (15 years) vs VEXMX (38 years). CDGRX (2.13) is less costly to investors than VEXMX (0.19). CDGRX is a more actively managed with annual turnover of: 32.00 vs. VEXMX (11.00). CDGRX has a lower initial minimum investment than VEXMX: CDGRX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 7.06 vs. CDGRX (-3.66). VEXMX return over 5 years is better than : 37.58 vs. CDGRX (3.87).
| CDGRX | VEXMX | CDGRX / VEXMX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 2.13 | 0.19 | 1,121% |
| Fund Existence | 15 years | 38 years | - |
| Gain YTD | 0.733 | 14.606 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 83.4B | 0% |
| Annual Yield % from dividends | 0.10 | 0.96 | 11% |
| Returns for 1 year | -3.66 | 7.06 | -52% |
| Returns for 3 years | 7.99 | 58.25 | 14% |
| Returns for 5 years | 3.87 | 37.58 | 10% |
| Returns for 10 years | -3.72 | 172.47 | -2% |
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