CDGRX
Price
$12.49
Change
+$0.03 (+0.24%)
Updated
Feb 4 closing price
Net Assets
26.94M
VEXMX
Price
$163.24
Change
+$2.65 (+1.65%)
Updated
Feb 3 closing price
Net Assets
82.12B
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CDGRX vs VEXMX

Header iconCDGRX vs VEXMX Comparison
Open Charts CDGRX vs VEXMXBanner chart's image
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.

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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).
CDGRXVEXMXCDGRX / VEXMX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio2.130.191,121%
Fund Existence15 years38 years-
Gain YTD2.1312.82875%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets26.9M82.1B0%
Annual Yield % from dividends0.000.98-
Returns for 1 year0.249.273%
Returns for 3 years3.7243.569%
Returns for 5 years0.0621.260%
Returns for 10 years6.58203.313%
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