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CSMDX vs NAESX
CSMDX vs NAESX Comparison
Open Charts CSMDX vs NAESX
Copeland SMID Cap Dividend Growth I
Price$15.95
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets171.08M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
CSMDX vs NAESX Comparison Chart in %
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CSMDX vs. NAESX commentary
Sep 16, 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: 161B vs. CSMDX (171M). NAESX pays higher dividends than CSMDX: NAESX (1.20) vs CSMDX (0.52). 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 : 13.21 vs. CSMDX (1.59). NAESX return over 5 years is better than : 70.59 vs. CSMDX (40.52).
| 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 | 4.112 | 6.442 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 161B | 0% |
| Annual Yield % from dividends | 0.52 | 1.20 | 44% |
| Returns for 1 year | 1.59 | 13.21 | 12% |
| Returns for 3 years | 20.39 | 35.98 | 57% |
| Returns for 5 years | 40.52 | 70.59 | 57% |
| Returns for 10 years | N/A | 131.44 | - |
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