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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$15.24
Change-$0.29 (-1.87%)
VolumeN/A
Net Assets178.07M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX commentary
Feb 23, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. CSMDX (178M). 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 : 11.26 vs. CSMDX (-0.34). VSCPX return over 5 years is better than : 44.50 vs. CSMDX (20.16).
| 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 | -0.522 | -0.301 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 161B | 0% |
| Annual Yield % from dividends | 0.76 | 1.44 | 53% |
| Returns for 1 year | -0.34 | 11.26 | -3% |
| Returns for 3 years | 9.48 | 18.87 | 50% |
| Returns for 5 years | 20.16 | 44.50 | 45% |
| Returns for 10 years | N/A | 105.88 | - |
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