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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$15.73
Change+$0.16 (+1.03%)
VolumeN/A
Net Assets184.45M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
CSDGX vs VSMAX Comparison Chart
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VS
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CSDGX vs. VSMAX commentary
Jan 31, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. CSDGX (184M). VSMAX pays higher dividends than CSDGX: VSMAX (1.42) vs CSDGX (0.60). CSDGX was incepted earlier than VSMAX: CSDGX (6 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. CSDGX (0.02). 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 : 20.35 vs. CSDGX (6.21). VSMAX return over 5 years is better than : 55.98 vs. CSDGX (27.29).
| CSDGX | VSMAX | CSDGX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.367 | 3.638 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 155B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 43% |
| Returns for 1 year | 6.21 | 20.35 | 30% |
| Returns for 3 years | 9.55 | 20.91 | 46% |
| Returns for 5 years | 27.29 | 55.98 | 49% |
| Returns for 10 years | N/A | 124.89 | - |
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