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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.49
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets26.94M
Vanguard Extended Market Index Investor
Price$163.24
Change+$2.65 (+1.65%)
VolumeN/A
Net Assets82.12B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Feb 05, 2026
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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. CDGRX (26.9M). VEXMX pays higher dividends than CDGRX: VEXMX (0.98) vs CDGRX (0.00). 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 : 9.27 vs. CDGRX (0.24). VEXMX return over 5 years is better than : 21.26 vs. CDGRX (0.06).
| 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 | 2.131 | 2.828 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9M | 82.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.98 | - |
| Returns for 1 year | 0.24 | 9.27 | 3% |
| Returns for 3 years | 3.72 | 43.56 | 9% |
| Returns for 5 years | 0.06 | 21.26 | 0% |
| Returns for 10 years | 6.58 | 203.31 | 3% |
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