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CSMDX vs VRTIX
CSMDX vs VRTIX Comparison
Open Charts CSMDX vs VRTIX
Copeland SMID Cap Dividend Growth I
Price$15.61
Change-$0.16 (-1.01%)
VolumeN/A
Net Assets164.42M
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
CSMDX vs VRTIX Comparison Chart in %
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CSMDX vs. VRTIX commentary
Oct 08, 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. CSMDX (164M). VRTIX pays higher dividends than CSMDX: VRTIX (1.20) vs CSMDX (0.54). CSMDX was incepted earlier than VRTIX: CSMDX (9 years) vs VRTIX (15 years). CSMDX (1.34) is less costly to investors than VRTIX (0.07). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VRTIX (12.00). CSMDX has a lower initial minimum investment than VRTIX: CSMDX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. CSMDX (-2.16). VRTIX return over 5 years is better than : 55.34 vs. CSMDX (31.87).
| CSMDX | VRTIX | CSMDX / VRTIX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 1.34 | 0.07 | 1,914% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 2.937 | 11.874 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 13.6B | 1% |
| Annual Yield % from dividends | 0.54 | 1.20 | 45% |
| Returns for 1 year | -2.16 | 13.81 | -16% |
| Returns for 3 years | 26.66 | 47.99 | 56% |
| Returns for 5 years | 31.87 | 55.34 | 58% |
| Returns for 10 years | N/A | 123.07 | - |
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