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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets155.7M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Nov 20, 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 CSMDX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. CSMDX (156M). NAESX pays higher dividends than CSMDX: NAESX (1.22) vs CSMDX (0.54). CSMDX was incepted earlier than NAESX: CSMDX (9 years) vs NAESX (65 years). CSMDX (1.34) is less costly to investors than NAESX (0.17). CSMDX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSMDX: NAESX (3000) vs CSMDX (5000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. CSMDX (-7.34). NAESX return over 5 years is better than : 39.31 vs. CSMDX (20.82).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -0.587 | 2.409 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 162B | 0% |
| Annual Yield % from dividends | 0.54 | 1.22 | 45% |
| Returns for 1 year | -7.34 | -0.86 | 858% |
| Returns for 3 years | 12.48 | 29.99 | 42% |
| Returns for 5 years | 20.82 | 39.31 | 53% |
| Returns for 10 years | N/A | 122.07 | - |
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