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CSDGX vs VSCPX
CSDGX vs VSCPX Comparison
Open Charts CSDGX vs VSCPX
Copeland SMID Cap Dividend Growth A
Price$14.57
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets154.17M
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
CSDGX vs VSCPX Comparison Chart
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CSDGX vs. VSCPX commentary
May 09, 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: 140B vs. CSDGX (154M). VSCPX pays higher dividends than CSDGX: VSCPX (1.58) vs CSDGX (0.40). CSDGX was incepted earlier than VSCPX: CSDGX (6 years) vs VSCPX (14 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 : -0.07 vs. CSDGX (-6.49). VSCPX return over 5 years is better than : 65.30 vs. CSDGX (36.22).
| 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 | 14 years | - |
| Gain YTD | -5.523 | -8.394 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 140B | 0% |
| Annual Yield % from dividends | 0.40 | 1.58 | 25% |
| Returns for 1 year | -6.49 | -0.07 | 9,695% |
| Returns for 3 years | 9.55 | 20.38 | 47% |
| Returns for 5 years | 36.22 | 65.30 | 55% |
| Returns for 10 years | N/A | 88.40 | - |
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