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CDGRX vs VEXMX
CDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMX
Copeland Dividend Growth Fund
Price$12.59
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets27.49M
Vanguard Extended Market Index Investor
Price$166.72
Change+$0.27 (+0.16%)
VolumeN/A
Net Assets82.12B
CDGRX vs VEXMX Comparison Chart in %
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CDGRX vs. VEXMX commentary
Jan 15, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. CDGRX (27.5M). VEXMX pays higher dividends than CDGRX: VEXMX (1.00) 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 : 14.98 vs. CDGRX (2.94). VEXMX return over 5 years is better than : 28.28 vs. CDGRX (1.35).
| 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 | 3.197 | 5.020 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 82.1B | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 2.94 | 14.98 | 20% |
| Returns for 3 years | 8.68 | 55.87 | 16% |
| Returns for 5 years | 1.35 | 28.28 | 5% |
| Returns for 10 years | 10.26 | 203.98 | 5% |
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