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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$12.81
Change-$0.19 (-1.46%)
VolumeN/A
Net Assets27.75M
Vanguard Extended Market Index Investor
Price$155.18
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
CDIVX vs VEXMX Comparison Chart in %
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CDIVX vs. VEXMX commentary
Nov 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 CDIVX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. CDIVX (27.7M). VEXMX pays higher dividends than CDIVX: VEXMX (0.96) vs CDIVX (0.26). CDIVX was incepted earlier than VEXMX: CDIVX (13 years) vs VEXMX (38 years). CDIVX (1.99) 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 : 5.70 vs. CDIVX (-9.86). VEXMX return over 5 years is better than : 47.59 vs. CDIVX (13.14).
| CDIVX | VEXMX | CDIVX / VEXMX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.99 | 0.19 | 1,047% |
| Fund Existence | 13 years | 38 years | - |
| Gain YTD | 7.794 | 10.742 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 83.9B | 0% |
| Annual Yield % from dividends | 0.26 | 0.96 | 27% |
| Returns for 1 year | -9.86 | 5.70 | -173% |
| Returns for 3 years | 9.76 | 48.47 | 20% |
| Returns for 5 years | 13.14 | 47.59 | 28% |
| Returns for 10 years | 2.73 | 156.89 | 2% |
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