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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$13.80
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets147.4M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. CSMDX (147M). VSCPX pays higher dividends than CSMDX: VSCPX (1.54) vs CSMDX (0.58). CSMDX was incepted earlier than VSCPX: CSMDX (8 years) vs VSCPX (14 years). CSMDX (1.62) is less costly to investors than VSCPX (0.03). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (12.00). 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 : -2.39 vs. CSMDX (-7.71). VSCPX return over 5 years is better than : 66.94 vs. CSMDX (36.25).
| CSMDX | VSCPX | CSMDX / VSCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.62 | 0.03 | 5,400% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -10.640 | -14.450 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 143B | 0% |
| Annual Yield % from dividends | 0.58 | 1.54 | 37% |
| Returns for 1 year | -7.71 | -2.39 | 323% |
| Returns for 3 years | -2.94 | 0.58 | -510% |
| Returns for 5 years | 36.25 | 66.94 | 54% |
| Returns for 10 years | N/A | 73.76 | - |
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