Ad is loading...
CSDGX vs VSCPX
CSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPX
Copeland SMID Cap Dividend Growth A
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets174.43M
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
CSDGX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. VSCPX commentary
Mar 11, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. CSDGX (174M). VSCPX pays higher dividends than CSDGX: VSCPX (1.34) vs CSDGX (0.37). 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 : 2.59 vs. CSDGX (-4.04). VSCPX return over 5 years is better than : 59.73 vs. CSDGX (31.07).
| 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 | -1.972 | -4.928 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.34 | 28% |
| Returns for 1 year | -4.04 | 2.59 | -156% |
| Returns for 3 years | 6.97 | 15.76 | 44% |
| Returns for 5 years | 31.07 | 59.73 | 52% |
| Returns for 10 years | N/A | 101.23 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...