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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.71
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets184.61M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. CSMDX (185M). 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 : 21.27 vs. CSMDX (6.69). VSCPX return over 5 years is better than : 49.02 vs. CSMDX (25.01).
| 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 | 2.546 | 3.376 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 155B | 0% |
| Annual Yield % from dividends | 0.76 | 1.44 | 53% |
| Returns for 1 year | 6.69 | 21.27 | 31% |
| Returns for 3 years | 7.66 | 17.26 | 44% |
| Returns for 5 years | 25.01 | 49.02 | 51% |
| Returns for 10 years | N/A | 127.24 | - |
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