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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets204.47M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CSDGX vs VSMAX Comparison Chart in %
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CSDGX vs. VSMAX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CSDGX (204M). 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 : 11.45 vs. CSDGX (2.78). VSMAX return over 5 years is better than : 68.33 vs. CSDGX (39.55).
| 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 | 25 years | - |
| Gain YTD | 2.498 | 0.725 | 344% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 148B | 0% |
| Annual Yield % from dividends | 0.37 | 1.40 | 26% |
| Returns for 1 year | 2.78 | 11.45 | 24% |
| Returns for 3 years | 21.75 | 36.96 | 59% |
| Returns for 5 years | 39.55 | 68.33 | 58% |
| Returns for 10 years | N/A | 107.85 | - |
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