CSDGX
Price
$15.93
Change
+$0.19 (+1.21%)
Updated
Sep 4 closing price
Net Assets
173.71M
VSCPX
Price
$353.49
Change
+$2.47 (+0.70%)
Updated
Sep 5 closing price
Net Assets
161.26B
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CSDGX vs VSCPX

Header iconCSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPXBanner chart's image
Copeland SMID Cap Dividend Growth A
Price$15.93
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets173.71M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
CSDGX vs VSCPX Comparison Chart in %
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CSDGX vs. VSCPX 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 VSCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. CSDGX (174M). VSCPX pays higher dividends than CSDGX: VSCPX (1.33) vs CSDGX (0.35). CSDGX was incepted earlier than VSCPX: CSDGX (7 years) vs VSCPX (15 years). CSDGX (1.55) is less costly to investors than VSCPX (0.03). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (13.00). CSDGX has a lower initial minimum investment than VSCPX: CSDGX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.65 vs. CSDGX (2.06). VSCPX return over 5 years is better than : 66.83 vs. CSDGX (38.23).
CSDGXVSCPXCSDGX / VSCPX
Total Expense Ratio1.200.034,000%
Annual Report Gross Expense Ratio1.550.035,167%
Fund Existence7 years15 years-
Gain YTD5.0626.53677%
Front Load6%N/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets174M161B0%
Annual Yield % from dividends0.351.3326%
Returns for 1 year2.0613.6515%
Returns for 3 years22.0939.3656%
Returns for 5 years38.2366.8357%
Returns for 10 yearsN/A133.00-
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