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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets174.43M
Vanguard Small Cap Index Admiral Shares
Price$106.70
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
CSDGX vs VSMAX Comparison Chart
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CSDGX vs. VSMAX commentary
Mar 11, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CSDGX (174M). VSMAX pays higher dividends than CSDGX: VSMAX (1.32) vs CSDGX (0.37). CSDGX was incepted earlier than VSMAX: CSDGX (6 years) vs VSMAX (24 years). CSDGX (1.81) is less costly to investors than VSMAX (0.05). CSDGX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (12.00). 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 : 2.82 vs. CSDGX (-3.42). VSMAX return over 5 years is better than : 81.65 vs. CSDGX (46.33).
| CSDGX | VSMAX | CSDGX / VSMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.81 | 0.05 | 3,620% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -1.972 | -4.932 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.32 | 28% |
| Returns for 1 year | -3.42 | 2.82 | -121% |
| Returns for 3 years | 6.30 | 14.37 | 44% |
| Returns for 5 years | 46.33 | 81.65 | 57% |
| Returns for 10 years | N/A | 98.11 | - |
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