Ad is loading...
CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.71
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets184.61M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
CSMDX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMDX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. CSMDX (185M). VSMAX pays higher dividends than CSMDX: VSMAX (1.42) vs CSMDX (0.76). CSMDX was incepted earlier than VSMAX: CSMDX (8 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. CSMDX (0.02). VSMAX has a lower initial minimum investment than CSMDX: VSMAX (3000) vs CSMDX (5000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. CSMDX (6.69). VSMAX return over 5 years is better than : 48.99 vs. CSMDX (25.01).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.546 | 3.369 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 155B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 6.69 | 21.26 | 31% |
| Returns for 3 years | 7.66 | 17.25 | 44% |
| Returns for 5 years | 25.01 | 48.99 | 51% |
| Returns for 10 years | N/A | 127.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...