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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$14.77
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets153.11M
Vanguard Small Cap Index InstlPlus
Price$312.32
Change-$1.17 (-0.37%)
VolumeN/A
Net Assets139.54B
CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX commentary
May 24, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. CSMDX (153M). VSCPX pays higher dividends than CSMDX: VSCPX (1.58) vs CSMDX (0.59). CSMDX was incepted earlier than VSCPX: CSMDX (8 years) vs VSCPX (14 years). CSMDX (1.34) is less costly to investors than VSCPX (0.03). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (13.00). CSMDX has a lower initial minimum investment than VSCPX: CSMDX (5000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 2.82 vs. CSMDX (-3.15). VSCPX return over 5 years is better than : 66.81 vs. CSMDX (40.06).
| CSMDX | VSCPX | CSMDX / VSCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.34 | 0.03 | 4,467% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -3.198 | -5.942 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 140B | 0% |
| Annual Yield % from dividends | 0.59 | 1.58 | 37% |
| Returns for 1 year | -3.15 | 2.82 | -112% |
| Returns for 3 years | 12.93 | 23.68 | 55% |
| Returns for 5 years | 40.06 | 66.81 | 60% |
| Returns for 10 years | N/A | 92.46 | - |
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