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CSMDX vs VSMAX
CSMDX vs VSMAX Comparison
Open Charts CSMDX vs VSMAX
Copeland SMID Cap Dividend Growth I
Price$15.46
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets165.13M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
CSMDX vs VSMAX Comparison Chart in %
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CSMDX vs. VSMAX commentary
Aug 10, 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: 154B vs. CSMDX (165M). VSMAX pays higher dividends than CSMDX: VSMAX (1.37) vs CSMDX (0.55). CSMDX was incepted earlier than VSMAX: CSMDX (8 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 : 9.49 vs. CSMDX (-0.26). VSMAX return over 5 years is better than : 54.40 vs. CSMDX (30.22).
| 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 | 8 years | 25 years | - |
| Gain YTD | 0.914 | 0.090 | 1,012% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 154B | 0% |
| Annual Yield % from dividends | 0.55 | 1.37 | 40% |
| Returns for 1 year | -0.26 | 9.49 | -3% |
| Returns for 3 years | 12.24 | 24.07 | 51% |
| Returns for 5 years | 30.22 | 54.40 | 56% |
| Returns for 10 years | N/A | 109.39 | - |
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