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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.24
Change-$0.29 (-1.87%)
VolumeN/A
Net Assets178.07M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CSMDX (178M). 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 : 11.25 vs. CSMDX (-0.34). VSMAX return over 5 years is better than : 44.48 vs. CSMDX (20.16).
| 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 | -0.522 | -0.304 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 161B | 0% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | -0.34 | 11.25 | -3% |
| Returns for 3 years | 9.48 | 18.86 | 50% |
| Returns for 5 years | 20.16 | 44.48 | 45% |
| Returns for 10 years | N/A | 105.78 | - |
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