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CSDGX vs NAESX
CSDGX vs NAESX Comparison
Open Charts CSDGX vs NAESX
Copeland SMID Cap Dividend Growth A
Price$15.93
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets173.71M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
CSDGX vs NAESX Comparison Chart in %
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CSDGX vs. NAESX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. CSDGX (174M). NAESX pays higher dividends than CSDGX: NAESX (1.20) vs CSDGX (0.35). CSDGX was incepted earlier than NAESX: CSDGX (7 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 : 13.62 vs. CSDGX (2.06). NAESX return over 5 years is better than : 66.60 vs. CSDGX (38.23).
| CSDGX | NAESX | CSDGX / NAESX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.55 | 0.17 | 912% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 5.062 | 6.494 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 161B | 0% |
| Annual Yield % from dividends | 0.35 | 1.20 | 29% |
| Returns for 1 year | 2.06 | 13.62 | 15% |
| Returns for 3 years | 22.09 | 39.23 | 56% |
| Returns for 5 years | 38.23 | 66.60 | 57% |
| Returns for 10 years | N/A | 132.36 | - |
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