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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.28
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets161.39M
Vanguard Small Cap Index InstlPlus
Price$323.34
Change-$3.33 (-1.02%)
VolumeN/A
Net Assets147.56B
CSMDX vs VSCPX Comparison Chart in %
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CSMDX vs. VSCPX commentary
Jun 26, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. CSMDX (161M). VSCPX pays higher dividends than CSMDX: VSCPX (1.50) vs CSMDX (0.56). CSMDX was incepted earlier than VSCPX: CSMDX (8 years) vs VSCPX (15 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 : 8.93 vs. CSMDX (1.23). VSCPX return over 5 years is better than : 70.50 vs. CSMDX (43.90).
| 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 | 15 years | - |
| Gain YTD | 0.457 | -1.621 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 148B | 0% |
| Annual Yield % from dividends | 0.56 | 1.50 | 38% |
| Returns for 1 year | 1.23 | 8.93 | 14% |
| Returns for 3 years | 18.96 | 31.01 | 61% |
| Returns for 5 years | 43.90 | 70.50 | 62% |
| Returns for 10 years | N/A | 98.52 | - |
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