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CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$15.73
Change+$0.16 (+1.03%)
VolumeN/A
Net Assets184.45M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
CSDGX vs NAESX Comparison Chart
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CSDGX vs. NAESX commentary
Jan 31, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. CSDGX (184M). NAESX pays higher dividends than CSDGX: NAESX (1.31) vs CSDGX (0.60). CSDGX was incepted earlier than NAESX: CSDGX (6 years) vs NAESX (64 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. CSDGX (0.02). 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 : 20.30 vs. CSDGX (6.21). NAESX return over 5 years is better than : 55.79 vs. CSDGX (27.29).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 64 years | - |
| Gain YTD | 2.367 | 3.621 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 155B | 0% |
| Annual Yield % from dividends | 0.60 | 1.31 | 46% |
| Returns for 1 year | 6.21 | 20.30 | 31% |
| Returns for 3 years | 9.55 | 20.81 | 46% |
| Returns for 5 years | 27.29 | 55.79 | 49% |
| Returns for 10 years | N/A | 124.23 | - |