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CSDGX vs VSCPX
CSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPX
Copeland SMID Cap Dividend Growth A
Price$15.61
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
CSDGX vs VSCPX Comparison Chart in %
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CSDGX vs. VSCPX commentary
Jul 27, 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: 153B vs. CSDGX (169M). 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 : 8.49 vs. CSDGX (-2.23). VSCPX return over 5 years is better than : 66.90 vs. CSDGX (35.37).
| CSDGX | VSCPX | CSDGX / VSCPX | |
| Total Expense Ratio | 1.20 | 0.03 | 4,000% |
| Annual Report Gross Expense Ratio | 1.55 | 0.03 | 5,167% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 2.630 | 2.808 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.42 | 26% |
| Returns for 1 year | -2.23 | 8.49 | -26% |
| Returns for 3 years | 16.57 | 34.28 | 48% |
| Returns for 5 years | 35.37 | 66.90 | 53% |
| Returns for 10 years | N/A | 115.31 | - |
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