CSDGX
Price
$15.61
Change
+$0.10 (+0.64%)
Updated
Jul 25 closing price
Net Assets
169.07M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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CSDGX vs VSMAX

Header iconCSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAXBanner chart's image
Copeland SMID Cap Dividend Growth A
Price$15.61
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets169.07M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CSDGX vs VSMAX Comparison Chart in %
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VS
CSDGX vs. VSMAX 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CSDGX (169M). VSMAX pays higher dividends than CSDGX: VSMAX (1.40) vs CSDGX (0.37). CSDGX was incepted earlier than VSMAX: CSDGX (6 years) vs VSMAX (25 years). CSDGX (1.55) is less costly to investors than VSMAX (0.05). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CSDGX: VSMAX (3000) vs CSDGX (5000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. CSDGX (-2.23). VSMAX return over 5 years is better than : 66.87 vs. CSDGX (35.37).
CSDGXVSMAXCSDGX / VSMAX
Total Expense Ratio1.200.052,400%
Annual Report Gross Expense Ratio1.550.053,100%
Fund Existence6 years25 years-
Gain YTD2.6302.80494%
Front Load6%N/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets169M153B0%
Annual Yield % from dividends0.371.4026%
Returns for 1 year-2.238.49-26%
Returns for 3 years16.5734.2748%
Returns for 5 years35.3766.8753%
Returns for 10 yearsN/A115.21-
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