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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.61
Change-$0.22 (-1.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$307.28
Change-$4.80 (-1.54%)
VolumeN/A
CapitalizationN/A
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CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX commentary
Sep 08, 2024
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: 149B vs. CSMDX (176M). VSCPX pays higher dividends than CSMDX: VSCPX (1.44) vs CSMDX (0.76). CSMDX was incepted earlier than VSCPX: CSMDX (8 years) vs VSCPX (14 years). VSCPX is a more actively managed with annual turnover of: 12.00 vs. CSMDX (0.02). 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 : 14.28 vs. CSMDX (11.65). VSCPX return over 5 years is better than : 49.02 vs. CSMDX (32.94).
| CSMDX | VSCPX | CSMDX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 4.351 | 5.994 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 149B | 0% |
| Annual Yield % from dividends | 0.76 | 1.44 | 53% |
| Returns for 1 year | 11.65 | 14.28 | 82% |
| Returns for 3 years | 0.71 | -0.33 | -211% |
| Returns for 5 years | 32.94 | 49.02 | 67% |
| Returns for 10 years | N/A | 103.63 | - |