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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$14.13
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets150.77M
Vanguard Small Cap Index Admiral Shares
Price$103.95
Change+$0.51 (+0.49%)
VolumeN/A
Net Assets143.36B
CSDGX vs VSMAX Comparison Chart
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CSDGX vs. VSMAX commentary
May 01, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. CSDGX (151M). VSMAX pays higher dividends than CSDGX: VSMAX (1.52) vs CSDGX (0.39). CSDGX was incepted earlier than VSMAX: CSDGX (6 years) vs VSMAX (24 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 : -0.57 vs. CSDGX (-6.81). VSMAX return over 5 years is better than : 65.78 vs. CSDGX (35.59).
| CSDGX | VSMAX | CSDGX / VSMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.55 | 0.05 | 3,100% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -7.429 | -10.092 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 143B | 0% |
| Annual Yield % from dividends | 0.39 | 1.52 | 25% |
| Returns for 1 year | -6.81 | -0.57 | 1,199% |
| Returns for 3 years | 4.15 | 11.91 | 35% |
| Returns for 5 years | 35.59 | 65.78 | 54% |
| Returns for 10 years | N/A | 85.68 | - |
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