CSDGX
Price
$15.68
Change
+$0.09 (+0.58%)
Updated
Jul 3 closing price
Net Assets
204.47M
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets204.47M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
CSDGX vs VSCPX Comparison Chart in %
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CSDGX vs. VSCPX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. CSDGX (204M). VSCPX pays higher dividends than CSDGX: VSCPX (1.42) vs CSDGX (0.37). CSDGX was incepted earlier than VSCPX: CSDGX (6 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 : 11.47 vs. CSDGX (2.78). VSCPX return over 5 years is better than : 68.36 vs. CSDGX (39.55).
CSDGXVSCPXCSDGX / VSCPX
Total Expense Ratio1.200.034,000%
Annual Report Gross Expense Ratio1.550.035,167%
Fund Existence6 years15 years-
Gain YTD2.4980.732341%
Front Load6%N/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets204M148B0%
Annual Yield % from dividends0.371.4226%
Returns for 1 year2.7811.4724%
Returns for 3 years21.7536.9859%
Returns for 5 years39.5568.3658%
Returns for 10 yearsN/A107.91-
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