Interact to see
Advertisement
Advertisement
CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
Open Charts CSDGX vs VSMAX
Copeland SMID Cap Dividend Growth A
Price$15.50
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets162.47M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
CSDGX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSDGX vs. VSMAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSDGX (162M). VSMAX pays higher dividends than CSDGX: VSMAX (1.34) vs CSDGX (0.36). CSDGX was incepted earlier than VSMAX: CSDGX (7 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 : 4.97 vs. CSDGX (-6.04). VSMAX return over 5 years is better than : 55.50 vs. CSDGX (28.25).
| 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 | 7 years | 25 years | - |
| Gain YTD | 1.578 | 5.625 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 162B | 0% |
| Annual Yield % from dividends | 0.36 | 1.34 | 27% |
| Returns for 1 year | -6.04 | 4.97 | -122% |
| Returns for 3 years | 20.93 | 42.05 | 50% |
| Returns for 5 years | 28.25 | 55.50 | 51% |
| Returns for 10 years | N/A | 130.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers