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CSMDX vs VSCPX
CSMDX vs VSCPX Comparison
Open Charts CSMDX vs VSCPX
Copeland SMID Cap Dividend Growth I
Price$16.52
Change-$0.16 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
CSMDX vs VSCPX Comparison Chart
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CSMDX vs. VSCPX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. CSMDX (188M). 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 : 30.29 vs. CSMDX (19.87). VSCPX return over 5 years is better than : 55.66 vs. CSMDX (35.22).
| 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 | 8.899 | 15.805 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 151B | 0% |
| Annual Yield % from dividends | 0.76 | 1.44 | 53% |
| Returns for 1 year | 19.87 | 30.29 | 66% |
| Returns for 3 years | -0.10 | 4.74 | -2% |
| Returns for 5 years | 35.22 | 55.66 | 63% |
| Returns for 10 years | N/A | 123.43 | - |