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CSDGX vs VSMAX
CSDGX vs VSMAX Comparison
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CSDGX vs VSMAX Comparison Chart in %
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VS
VS
CSDGX vs. VSMAX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. CSDGX (139M). VSMAX pays higher dividends than CSDGX: VSMAX (1.19) vs CSDGX (0.43). CSDGX was incepted earlier than VSMAX: CSDGX (7 years) vs VSMAX (26 years). CSDGX (1.62) is less costly to investors than VSMAX (0.05). CSDGX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (17.00). 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 : 28.97 vs. CSDGX (14.65). VSMAX return over 5 years is better than : 33.53 vs. CSDGX (11.63).
| CSDGX | VSMAX | CSDGX / VSMAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 10.943 | 13.705 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 177B | 0% |
| Annual Yield % from dividends | 0.43 | 1.19 | 36% |
| Returns for 1 year | 14.65 | 28.97 | 51% |
| Returns for 3 years | 22.38 | 54.98 | 41% |
| Returns for 5 years | 11.63 | 33.53 | 35% |
| Returns for 10 years | N/A | 161.23 | - |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DGEZX | 14.22 | 0.08 | +0.57% |
| Destinations Equity Income Z | |||
| CIRCX | 82.15 | N/A | N/A |
| American Funds Capital Income Bldr 529C | |||
| OSPMX | 7.63 | N/A | N/A |
| Invesco SteelPath MLP Income R6 | |||
| CFCYX | 16.15 | N/A | N/A |
| Columbia Flexible Capital Income Inst3 | |||
| MDVZX | 9.53 | N/A | N/A |
| Manning & Napier Disciplined Value Z | |||