Ad is loading...
CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets148.49M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
CSDGX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. NAESX commentary
Apr 19, 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 CSDGX is a StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. CSDGX (148M). NAESX pays higher dividends than CSDGX: NAESX (1.39) vs CSDGX (0.39). CSDGX was incepted earlier than NAESX: CSDGX (6 years) vs NAESX (65 years). CSDGX (1.81) is less costly to investors than NAESX (0.17). CSDGX is a more actively managed with annual turnover of: 24.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than CSDGX: NAESX (3000) vs CSDGX (5000). NAESX annual gain was more profitable for investors over the last year : -1.58 vs. CSDGX (-7.93). NAESX return over 5 years is better than : 68.15 vs. CSDGX (34.53).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.81 | 0.17 | 1,065% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -10.651 | -13.725 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 143B | 0% |
| Annual Yield % from dividends | 0.39 | 1.39 | 28% |
| Returns for 1 year | -7.93 | -1.58 | 503% |
| Returns for 3 years | -3.65 | 1.35 | -269% |
| Returns for 5 years | 34.53 | 68.15 | 51% |
| Returns for 10 years | N/A | 74.70 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...