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CSDGX vs VSCPX
CSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPX
Copeland SMID Cap Dividend Growth A
Price$13.69
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets148.49M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
CSDGX vs VSCPX Comparison Chart
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CSDGX vs. VSCPX commentary
Apr 19, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. CSDGX (148M). VSCPX pays higher dividends than CSDGX: VSCPX (1.54) vs CSDGX (0.39). CSDGX was incepted earlier than VSCPX: CSDGX (6 years) vs VSCPX (14 years). CSDGX (1.81) is less costly to investors than VSCPX (0.03). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (12.00). 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 : -1.55 vs. CSDGX (-7.93). VSCPX return over 5 years is better than : 68.37 vs. CSDGX (34.53).
| CSDGX | VSCPX | CSDGX / VSCPX | |
| Total Expense Ratio | 1.20 | 0.03 | 4,000% |
| Annual Report Gross Expense Ratio | 1.81 | 0.03 | 6,033% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -10.651 | -13.715 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 143B | 0% |
| Annual Yield % from dividends | 0.39 | 1.54 | 25% |
| Returns for 1 year | -7.93 | -1.55 | 510% |
| Returns for 3 years | -3.65 | 1.44 | -253% |
| Returns for 5 years | 34.53 | 68.37 | 50% |
| Returns for 10 years | N/A | 75.25 | - |
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