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CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$14.57
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets154.17M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
CSDGX vs NAESX Comparison Chart
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CSDGX vs. NAESX commentary
May 09, 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: 140B vs. CSDGX (154M). NAESX pays higher dividends than CSDGX: NAESX (1.43) vs CSDGX (0.40). CSDGX was incepted earlier than NAESX: CSDGX (6 years) vs NAESX (65 years). CSDGX (1.55) is less costly to investors than NAESX (0.17). CSDGX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). 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 : -0.09 vs. CSDGX (-6.49). NAESX return over 5 years is better than : 65.08 vs. CSDGX (36.22).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -5.523 | -8.414 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 140B | 0% |
| Annual Yield % from dividends | 0.40 | 1.43 | 28% |
| Returns for 1 year | -6.49 | -0.09 | 7,123% |
| Returns for 3 years | 9.55 | 20.27 | 47% |
| Returns for 5 years | 36.22 | 65.08 | 56% |
| Returns for 10 years | N/A | 87.81 | - |
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