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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.95
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets171.08M
Vanguard Small Cap Index Admiral Shares
Price$122.41
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CSMDX (171M). VSMAX pays higher dividends than CSMDX: VSMAX (1.31) vs CSMDX (0.52). CSMDX was incepted earlier than VSMAX: CSMDX (9 years) vs VSMAX (25 years). CSMDX (1.34) is less costly to investors than VSMAX (0.05). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (13.00). 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 : 13.24 vs. CSMDX (1.59). VSMAX return over 5 years is better than : 70.79 vs. CSMDX (40.52).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 4.112 | 6.475 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 161B | 0% |
| Annual Yield % from dividends | 0.52 | 1.31 | 40% |
| Returns for 1 year | 1.59 | 13.24 | 12% |
| Returns for 3 years | 20.39 | 36.09 | 56% |
| Returns for 5 years | 40.52 | 70.79 | 57% |
| Returns for 10 years | N/A | 132.03 | - |
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