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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$13.80
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets147.4M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
CSMDX vs NAESX Comparison Chart
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CSMDX vs. NAESX commentary
Apr 18, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. CSMDX (147M). NAESX pays higher dividends than CSMDX: NAESX (1.39) vs CSMDX (0.58). CSMDX was incepted earlier than NAESX: CSMDX (8 years) vs NAESX (65 years). CSMDX (1.62) is less costly to investors than NAESX (0.17). CSMDX is a more actively managed with annual turnover of: 24.00 vs. NAESX (12.00). 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 : -2.42 vs. CSMDX (-7.71). NAESX return over 5 years is better than : 66.71 vs. CSMDX (36.25).
| CSMDX | NAESX | CSMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -10.640 | -14.464 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 143B | 0% |
| Annual Yield % from dividends | 0.58 | 1.39 | 41% |
| Returns for 1 year | -7.71 | -2.42 | 319% |
| Returns for 3 years | -2.94 | 0.49 | -605% |
| Returns for 5 years | 36.25 | 66.71 | 54% |
| Returns for 10 years | N/A | 73.20 | - |
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