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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$13.80
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets147.4M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
CSMDX vs VSMAX Comparison Chart
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CSMDX vs. VSMAX commentary
Apr 18, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. CSMDX (147M). VSMAX pays higher dividends than CSMDX: VSMAX (1.52) vs CSMDX (0.58). CSMDX was incepted earlier than VSMAX: CSMDX (8 years) vs VSMAX (24 years). CSMDX (1.62) is less costly to investors than VSMAX (0.05). CSMDX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (12.00). 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 : -2.40 vs. CSMDX (-7.71). VSMAX return over 5 years is better than : 66.89 vs. CSMDX (36.25).
| CSMDX | VSMAX | CSMDX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -10.640 | -14.455 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 143B | 0% |
| Annual Yield % from dividends | 0.58 | 1.52 | 38% |
| Returns for 1 year | -7.71 | -2.40 | 321% |
| Returns for 3 years | -2.94 | 0.56 | -528% |
| Returns for 5 years | 36.25 | 66.89 | 54% |
| Returns for 10 years | N/A | 73.68 | - |
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