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CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets174.43M
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
CSDGX vs NAESX Comparison Chart
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CSDGX vs. NAESX commentary
Mar 11, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CSDGX (174M). NAESX pays higher dividends than CSDGX: NAESX (1.20) vs CSDGX (0.37). CSDGX was incepted earlier than NAESX: CSDGX (6 years) vs NAESX (64 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 : 2.79 vs. CSDGX (-3.42). NAESX return over 5 years is better than : 81.36 vs. CSDGX (46.33).
| 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 | 64 years | - |
| Gain YTD | -1.972 | -4.959 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.20 | 31% |
| Returns for 1 year | -3.42 | 2.79 | -122% |
| Returns for 3 years | 6.30 | 14.28 | 44% |
| Returns for 5 years | 46.33 | 81.36 | 57% |
| Returns for 10 years | N/A | 97.53 | - |
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