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CDIVX vs VEXMX
CDIVX vs VEXMX Comparison
Open Charts CDIVX vs VEXMX
Copeland Dividend Growth Fund
Price$13.09
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets27.57M
Vanguard Extended Market Index Investor
Price$160.99
Change+$2.20 (+1.39%)
VolumeN/A
Net Assets83.92B
CDIVX vs VEXMX Comparison Chart in %
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CDIVX vs. VEXMX commentary
Dec 04, 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 StrongBuy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. CDIVX (27.6M). VEXMX pays higher dividends than CDIVX: VEXMX (0.96) vs CDIVX (0.25). 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 : 2.34 vs. CDIVX (-9.46). VEXMX return over 5 years is better than : 35.69 vs. CDIVX (12.63).
| 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 | 8.872 | 10.333 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6M | 83.9B | 0% |
| Annual Yield % from dividends | 0.25 | 0.96 | 26% |
| Returns for 1 year | -9.46 | 2.34 | -404% |
| Returns for 3 years | 8.17 | 47.13 | 17% |
| Returns for 5 years | 12.63 | 35.69 | 35% |
| Returns for 10 years | 1.83 | 149.02 | 1% |
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