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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.24
Change-$0.29 (-1.87%)
VolumeN/A
Net Assets178.07M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
CSMDX vs NAESX Comparison Chart
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CSMDX vs. NAESX commentary
Feb 23, 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: 161B vs. CSMDX (178M). NAESX pays higher dividends than CSMDX: NAESX (1.31) vs CSMDX (0.76). CSMDX was incepted earlier than NAESX: CSMDX (8 years) vs NAESX (64 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. CSMDX (0.02). 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 : 11.22 vs. CSMDX (-0.34). NAESX return over 5 years is better than : 44.30 vs. CSMDX (20.16).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | -0.522 | -0.321 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 161B | 0% |
| Annual Yield % from dividends | 0.76 | 1.31 | 58% |
| Returns for 1 year | -0.34 | 11.22 | -3% |
| Returns for 3 years | 9.48 | 18.76 | 51% |
| Returns for 5 years | 20.16 | 44.30 | 46% |
| Returns for 10 years | N/A | 105.17 | - |
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