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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$16.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
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CSDGX vs VSMAX Comparison Chart
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CSDGX vs. VSMAX commentary
Sep 20, 2024
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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. CSDGX (182M). 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 : 20.75 vs. CSDGX (14.18). VSMAX return over 5 years is better than : 51.83 vs. CSDGX (33.74).
| 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 | 6.034 | 9.731 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 149B | 0% |
| Annual Yield % from dividends | 0.60 | 1.42 | 43% |
| Returns for 1 year | 14.18 | 20.75 | 68% |
| Returns for 3 years | 4.33 | 5.70 | 76% |
| Returns for 5 years | 33.74 | 51.83 | 65% |
| Returns for 10 years | N/A | 114.09 | - |
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