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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.28
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets161.39M
Vanguard Small Cap Index I
Price$111.99
Change-$1.15 (-1.02%)
VolumeN/A
Net Assets147.56B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Jun 26, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CSMDX (161M). NAESX pays higher dividends than CSMDX: NAESX (1.35) vs CSMDX (0.56). CSMDX was incepted earlier than NAESX: CSMDX (8 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 : 8.04 vs. CSMDX (1.23). NAESX return over 5 years is better than : 66.49 vs. CSMDX (43.90).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | 0.457 | -1.660 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 148B | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 42% |
| Returns for 1 year | 1.23 | 8.04 | 15% |
| Returns for 3 years | 18.96 | 30.85 | 61% |
| Returns for 5 years | 43.90 | 66.49 | 66% |
| Returns for 10 years | N/A | 97.92 | - |
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